Vanguard Energy ETF shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 1.9k | 125.86 |
| 2025-06-30 | $264k | 2.2k | 119.12 |
| 2025-03-31 | $296k | 2.3k | 129.71 |
| 2024-12-31 | $305k | 2.5k | 121.31 |
| 2024-09-30 | $316k | 2.6k | 122.47 |
| 2024-06-30 | $329k | 2.6k | 127.57 |
| 2024-03-31 | $340k | 2.6k | 131.70 |
| 2023-12-31 | $303k | 2.6k | 117.28 |
| 2023-09-30 | $359k | 2.8k | 126.74 |
| 2023-06-30 | $320k | 2.8k | 112.89 |
| 2023-03-31 | $340k | 3.0k | 114.23 |
| 2022-12-31 | $367k | 3.0k | 121.28 |
| 2022-09-30 | $307k | 3.0k | 101.52 |
| 2022-06-30 | $301k | 3.1k | 98.53 |
| 2022-03-31 | $710k | 6.6k | 106.99 |
| 2021-12-31 | $414k | 5.3k | 77.41 |