True Wealth Financial Partners Vanguard Energy ETF Transaction History
True Wealth Financial Partners
- $194 Million
- Q3 2025
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 87,615 shares of VDE stock, worth $11.3 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
87,615
Previous 107,687
18.64%
Holding current value
$11.3 Million
Previous $12.8 Million
14.03%
% of portfolio
5.69%
Previous 7.15%
Shares
16 transactions
Others Institutions Holding VDE
# of Institutions
734Shares Held
21.6MCall Options Held
123KPut Options Held
87.4K-
Bank Of America Corp Charlotte, NC1.98MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.61MShares$209 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.04MShares$135 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$115 Million5.81% of portfolio