Number of Shares
48,101.00
Current Holdings Value*
$6.24 Mil
% of Portfolio
2.26%
Total Estimate Gain
$272,415.20
% of Total Estimate Gain
4.75%

Accel Wealth Management's Vanguard Energy ETF Holding Summary

As of 2025-03-31, Accel Wealth Management held 48,101.00 shares of Vanguard Energy ETF(VDE), totaling $6.24 Mil. This investment constitutes 2.26% of their stock portfolio, and Accel Wealth Management now holds 0.07% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 15 purchases of VDE, at an average price of $113.76, for a total of 50,453.00 shares. In addition, there have been 2 sales at an average price of $68.60 for 2,352.00 shares. Based on historical transaction data and VDE's current price of $121.63, Accel Wealth Management's estimated gain on his VDE holdings is $272,415.20, reflecting a 4.75% gain to date.

Accel Wealth Management VDE ($121.63) Holding Chart

Accel Wealth Management VDE ($121.63) 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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