M Financial Asset Management, Inc. VDE Holdings History
M Financial Asset Management, Inc.'s Vanguard Energy ETF Holding Summary
As of 2024-12-31, M Financial Asset Management, Inc. held 7,550.00 shares of Vanguard Energy ETF(VDE), totaling $920,000.00. This investment constitutes 4.45% of their stock portfolio, and M Financial Asset Management, Inc. now holds 0.01% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2018Q2. And since then M Financial Asset Management, Inc. has made 8 purchases of VDE, at an average price of $84.73, for a total of 17,761.00 shares. In addition, there have been 16 sales at an average price of $106.31 for 10,211.00 shares. Based on historical transaction data and VDE's current price of $119.79, M Financial Asset Management, Inc.'s estimated gain on his VDE holdings is $485,105.16, reflecting a 32.24% gain to date.
M Financial Asset Management, Inc. VDE ($119.79) Holding Chart
M Financial Asset Management, Inc. VDE ($119.79) 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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