Vanguard Energy ETF shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 23k | 125.86 |
| 2025-06-30 | $2.6M | 22k | 119.12 |
| 2025-03-31 | $2.7M | 21k | 129.71 |
| 2024-12-31 | $2.4M | 20k | 121.31 |
| 2022-03-31 | $208k | 1.9k | 106.94 |
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