Wealthspire Advisors, LLC Vanguard Energy ETF Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,657 shares of VDE stock, worth $597,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,657

Previous 4,655 0.04%

Holding current value

$597,912

Previous $570,000 1.05%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$116.67 - $136.78 $233 - $273	2 Added 0.04%	4,657 $564,000
Q3 2024 Nov 13, 2024	BUY	$117.44 - $131.06 $117 - $131	1 Added 0.02%	4,655 $570,000
Q2 2024 Aug 08, 2024	BUY	$123.17 - $136.7 $89,790 - $99,654	729 Added 18.57%	4,654 $593,000
Q1 2024 May 06, 2024	SELL	$111.77 - $131.7 $155,919 - $183,721	-1,395 Reduced 26.22%	3,925 $516,000
Q4 2023 Feb 06, 2024	BUY	$113.37 - $128.78 $140,011 - $159,043	1,235 Added 30.23%	5,320 $623,000
Q3 2023 Nov 06, 2023	BUY	$110.08 - $130.52 $660 - $783	6 Added 0.15%	4,085 $517,000
Q2 2023 Jul 31, 2023	SELL	$105.87 - $119.99 $8,893 - $10,079	-84 Reduced 2.02%	4,079 $460,000
Q1 2023 May 09, 2023	BUY	$106.22 - $128.7 $531 - $643	5 Added 0.12%	4,163 $475,000
Q4 2022 Feb 13, 2023	SELL	$107.13 - $131.88 $28,175 - $34,684	-263 Reduced 5.95%	4,158 $504,000
Q3 2022 Nov 14, 2022	BUY	$93.77 - $118.45 $37,508 - $47,380	400 Added 9.95%	4,421 $449,000
Q2 2022 Aug 09, 2022	BUY	$97.94 - $128.99 $393,816 - $518,668	4,021 New	4,021 $400,000

Others Institutions Holding VDE

# of Institutions

747

Shares Held

27.9M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Wealthspire Advisors, LLC Vanguard Energy ETF Transaction History