Vanguard Energy ETF shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 30k | 131.70 |
| 2023-12-31 | $3.5M | 30k | 117.28 |
| 2023-09-30 | $1.6M | 13k | 126.74 |
| 2023-06-30 | $1.4M | 13k | 112.89 |
| 2023-03-31 | $1.4M | 13k | 114.23 |
| 2022-12-31 | $1.5M | 13k | 121.28 |
| 2022-09-30 | $1.2M | 12k | 101.58 |
| 2022-06-30 | $1.2M | 12k | 99.49 |
| 2022-03-31 | $1.4M | 14k | 107.06 |
| 2021-12-31 | $1.0M | 14k | 77.61 |
| 2021-09-30 | $245k | 3.3k | 73.91 |
| 2021-06-30 | $1.8M | 24k | 75.88 |
| 2021-03-31 | $1.8M | 27k | 67.99 |
| 2020-12-31 | $1.4M | 27k | 51.85 |
| 2020-09-30 | $1.1M | 27k | 40.30 |
| 2020-06-30 | $2.8M | 55k | 50.30 |
| 2020-03-31 | $203k | 5.3k | 38.27 |
| 2019-12-31 | $2.1M | 26k | 81.49 |
| 2019-09-30 | $273k | 3.5k | 77.89 |
| 2019-06-30 | $494k | 5.8k | 85.10 |
| 2019-03-31 | $509k | 5.7k | 89.38 |
| 2018-12-31 | $2.1M | 27k | 77.10 |