Vanguard Energy ETF shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard Energy ETF
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All positions including Vanguard Energy ETF held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $336k | 2.7k | 122.46 |
2024-06-30 | $360k | 2.8k | 127.56 |
2024-03-31 | $372k | 2.8k | 131.69 |
2023-12-31 | $371k | 3.2k | 117.28 |
2023-09-30 | $421k | 3.3k | 126.74 |
2023-06-30 | $375k | 3.3k | 112.89 |
2023-03-31 | $401k | 3.5k | 114.23 |
2022-12-31 | $434k | 3.6k | 121.28 |
2022-09-30 | $377k | 3.7k | 101.48 |
2022-06-30 | $384k | 3.9k | 99.35 |
2021-12-31 | $292k | 3.8k | 77.56 |
2021-03-31 | $414k | 3.9k | 107.12 |
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