Vanguard Energy ETF shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $565k | 4.6k | 122.47 |
| 2024-06-30 | $537k | 4.2k | 127.57 |
| 2024-03-31 | $555k | 4.2k | 131.70 |
| 2023-12-31 | $514k | 4.4k | 117.28 |
| 2023-09-30 | $470k | 3.7k | 126.74 |
| 2023-06-30 | $418k | 3.7k | 112.89 |
| 2023-03-31 | $423k | 3.7k | 114.23 |
| 2022-12-31 | $449k | 3.7k | 121.28 |
| 2022-09-30 | $376k | 3.7k | 101.48 |
| 2022-06-30 | $369k | 3.7k | 99.60 |
| 2022-03-31 | $296k | 3.8k | 77.69 |
| 2021-12-31 | $296k | 3.8k | 77.69 |
| 2021-09-30 | $280k | 3.8k | 73.88 |
| 2021-06-30 | $274k | 3.6k | 75.80 |
| 2021-03-31 | $236k | 3.5k | 68.07 |