Vanguard Energy ETF shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 35k | 122.47 |
| 2024-06-30 | $4.2M | 33k | 127.57 |
| 2024-03-31 | $4.3M | 33k | 131.70 |
| 2023-12-31 | $3.8M | 32k | 117.28 |
| 2023-09-30 | $4.3M | 34k | 126.74 |
| 2023-06-30 | $3.9M | 35k | 112.89 |
| 2023-03-31 | $4.0M | 35k | 114.23 |
| 2022-12-31 | $4.2M | 34k | 121.28 |
| 2022-09-30 | $4.3M | 43k | 101.57 |
| 2022-06-30 | $4.4M | 44k | 99.47 |
| 2022-03-31 | $5.0M | 46k | 107.03 |
| 2021-12-31 | $7.5M | 97k | 77.61 |
| 2021-09-30 | $13M | 181k | 73.90 |
| 2021-06-30 | $8.0M | 106k | 75.89 |
| 2021-03-31 | $6.8M | 101k | 68.00 |
| 2020-12-31 | $5.8M | 111k | 51.86 |
| 2020-09-30 | $3.6M | 88k | 40.31 |
More positions owned by Keudell/Morrison Wealth Management
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