True Wealth Financial Partners Vanguard Energy ETF Transaction History
True Wealth Financial Partners
- $164 Million
- Q3 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Energy ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 122,007 shares of VDE stock, worth $15.1 Million. This represents 9.1% of its overall portfolio holdings.
Number of Shares
122,007
Previous 125,189
2.54%
Holding current value
$15.1 Million
Previous $16 Million
6.44%
% of portfolio
9.1%
Previous 10.44%
Shares
12 transactions
Others Institutions Holding VDE
# of Institutions
690Shares Held
22.4MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$299 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$210 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$164 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$123 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$122 Million0.03% of portfolio