Number of Shares
566.00
Current Holdings Value*
$67,440.00
% of Portfolio
0.02%
Total Estimate Gain
$98,972.24
% of Total Estimate Gain
9.94%

ATTICUS WEALTH MANAGEMENT, LLC's Vanguard Energy ETF Holding Summary

As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 566.00 shares of Vanguard Energy ETF(VDE), totaling $67,440.00. This investment constitutes 0.02% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 7 purchases of VDE, at an average price of $100.96, for a total of 9,860.00 shares. In addition, there have been 9 sales at an average price of $110.39 for 9,294.00 shares. Based on historical transaction data and VDE's current price of $120.89, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his VDE holdings is $98,972.24, reflecting a 9.94% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC VDE ($120.89) Holding Chart

ATTICUS WEALTH MANAGEMENT, LLC VDE ($120.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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