A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,116 shares of VDE stock, worth $659,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,116
Previous 4,769 7.28%
Holding current value
$659,247
Previous $608,000 2.96%
% of portfolio
0.0%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$117.44 - $131.06 $40,751 - $45,477
347 Added 7.28%
5,116 $626,000
Q2 2024

Aug 14, 2024

SELL
$123.17 - $136.7 $35,103 - $38,959
-285 Reduced 5.64%
4,769 $608,000
Q1 2024

May 15, 2024

BUY
$111.77 - $131.7 $782 - $921
7 Added 0.14%
5,054 $665,000
Q4 2023

Feb 14, 2024

SELL
$113.37 - $128.78 $68,135 - $77,396
-601 Reduced 10.64%
5,047 $591,000
Q3 2023

Nov 14, 2023

SELL
$110.08 - $130.52 $55,260 - $65,521
-502 Reduced 8.16%
5,648 $715,000
Q2 2023

Aug 14, 2023

BUY
$105.87 - $119.99 $12,069 - $13,678
114 Added 1.89%
6,150 $694,000
Q1 2023

Aug 14, 2023

SELL
$106.22 - $128.7 $12,109 - $14,671
-114 Reduced 1.85%
6,036 $689,000
Q1 2023

May 15, 2023

SELL
$106.22 - $128.7 $220,725 - $267,438
-2,078 Reduced 25.61%
6,036 $689,000
Q4 2022

Feb 14, 2023

BUY
$107.13 - $131.88 $4,070 - $5,011
38 Added 0.47%
8,114 $984,000
Q3 2022

Nov 14, 2022

BUY
$93.77 - $118.45 $204,512 - $258,339
2,181 Added 37.0%
8,076 $820,000
Q2 2022

Aug 11, 2022

SELL
$97.94 - $128.99 $7,639 - $10,061
-78 Reduced 1.31%
5,895 $586,000
Q1 2022

May 16, 2022

SELL
$80.1 - $110.55 $10,573 - $14,592
-132 Reduced 2.16%
5,973 $639,000
Q4 2021

Feb 14, 2022

BUY
$74.1 - $83.72 $14,078 - $15,906
190 Added 3.21%
6,105 $474,000
Q3 2021

Nov 15, 2021

BUY
$63.79 - $77.26 $8,994 - $10,893
141 Added 2.44%
5,915 $437,000
Q2 2021

Aug 13, 2021

BUY
$65.04 - $78.97 $47,154 - $57,253
725 Added 14.36%
5,774 $438,000
Q1 2021

May 14, 2021

BUY
$52.13 - $74.47 $1,094 - $1,563
21 Added 0.42%
5,049 $343,000
Q4 2020

Feb 17, 2021

SELL
$37.58 - $56.62 $77,602 - $116,920
-2,065 Reduced 29.11%
5,028 $261,000
Q3 2020

Nov 13, 2020

SELL
$40.31 - $52.03 $502,020 - $647,981
-12,454 Reduced 63.71%
7,093 $286,000
Q2 2020

Aug 13, 2020

BUY
$36.44 - $63.07 $30,500 - $52,789
837 Added 4.47%
19,547 $983,000
Q1 2020

May 15, 2020

BUY
$31.29 - $82.78 $16,959 - $44,866
542 Added 2.98%
18,710 $715,000
Q4 2019

Feb 14, 2020

SELL
$73.38 - $81.73 $212,435 - $236,608
-2,895 Reduced 13.74%
18,168 $1.48 Million
Q3 2019

Nov 14, 2019

BUY
$78.02 - $84.06 $164,388 - $177,114
2,107 Added 11.12%
21,063 $1.64 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-98 Reduced 0.51%
18,956 $1.61 Million
Q1 2019

May 14, 2019

SELL
N/A
-175 Reduced 0.91%
19,054 $1.7 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-2,967 Reduced 13.37%
19,229 $1.48 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-1,013 Reduced 4.36%
22,196 $2.33 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-2,338 Reduced 9.15%
23,209 $2.44 Million
Q1 2018

May 15, 2018

SELL
N/A
-1,705 Reduced 6.26%
25,547 $2.36 Million
Q4 2017

Feb 13, 2018

BUY
N/A
14,406 Added 112.14%
27,252 $2.7 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-970 Reduced 7.02%
12,846 $1.2 Million
Q2 2017

Aug 14, 2017

BUY
N/A
13,816
13,816 $1.22 Million

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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