Welch & Forbes LLC Vanguard Energy ETF Transaction History

Welch & Forbes LLC

  • $7.64 Billion
  • Q4 2024

A detailed history of Welch & Forbes LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 2,178 shares of VDE stock, worth $275,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,178
Previous 2,178 -0.0%
Holding current value
$275,103
Previous $266,000 0.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
SELL
$117.44 - $131.06 $58,720 - $65,530
-500 Reduced 18.67%
2,178 $266,000
Q1 2024

May 02, 2024
SELL
$111.77 - $131.7 $39,007 - $45,963
-349 Reduced 11.53%
2,678 $352,000
Q3 2023

Nov 02, 2023
SELL
$110.08 - $130.52 $110 - $130
-1 Reduced 0.03%
3,027 $383,000
Q1 2023

Apr 14, 2023
SELL
$106.22 - $128.7 $7,010 - $8,494
-66 Reduced 2.13%
3,028 $345,000
Q4 2022

Feb 02, 2023
BUY
$107.13 - $131.88 $37,388 - $46,026
349 Added 12.71%
3,094 $375,000
Q1 2022

Apr 25, 2022
BUY
$80.1 - $110.55 $219,874 - $303,459
2,745 New
2,745 $294,000

Others Institutions Holding VDE

# of Institutions
731
Shares Held
28M
Call Options Held
138K
Put Options Held
16.7K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Welch & Forbes LLC Portfolio

Follow Welch & Forbes LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email