Accel Wealth Management VDE Holdings History
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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