Custom Portfolio Group LLC VDE Holdings History
Custom Portfolio Group LLC's Vanguard Energy ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 23,299.00 shares of Vanguard Energy ETF(VDE), totaling $2.89 Mil. This investment constitutes 2.58% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 2 purchases of VDE, at an average price of $120.07, for a total of 23,299.00 shares. Based on historical transaction data and VDE's current price of $120.96, Custom Portfolio Group LLC's estimated gain on his VDE holdings is $20,682.80, reflecting a 0.74% gain to date.
Custom Portfolio Group LLC VDE ($120.96) Holding Chart
Custom Portfolio Group LLC VDE ($120.96) 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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