Uptown Financial Advisors LLC Vanguard Energy ETF Transaction History

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 24,953 shares of VDE stock, worth $3.23 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
24,953
Previous 24,060 3.71%
Holding current value
$3.23 Million
Previous $3.03 Billion 3.76%
% of portfolio
2.25%
Previous 2.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$120.37 - $129.34 $107,490 - $115,500
893 Added 3.71%
24,953 $3.14 Billion
Q3 2025

Oct 15, 2025
BUY
$118.37 - $129.65 $37,286 - $40,839
315 Added 1.33%
24,060 $3.03 Billion
Q2 2025

Jul 10, 2025
BUY
$105.87 - $130.56 $262,875 - $324,180
2,483 Added 11.68%
23,745 $2.83 Billion
Q1 2025

May 06, 2025
BUY
$119.14 - $132.76 $43,009 - $47,926
361 Added 1.73%
21,262 $2.76 Billion
Q4 2024

Apr 29, 2025
BUY
$116.67 - $136.78 $2.44 Million - $2.86 Million
20,901 New
20,901 $2.54 Billion

Others Institutions Holding VDE

# of Institutions
744
Shares Held
22M
Call Options Held
123K
Put Options Held
87.4K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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