Summit Equities Inc VDE Holdings History
Summit Equities Inc's Vanguard Energy ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 149,002.00 shares of Vanguard Energy ETF(VDE), totaling $15.66 Mil. This investment constitutes 2.7% of their stock portfolio, and Summit Equities Inc now holds 0.2% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2014Q1. And since then Summit Equities Inc has made 5 purchases of VDE, at an average price of $120.00, for a total of 151,585.00 shares. In addition, there have been 3 sales at an average price of $98.60 for 2,583.00 shares. Based on historical transaction data and VDE's current price of $123.80, Summit Equities Inc's estimated gain on his VDE holdings is $511,153.49, reflecting a 2.81% gain to date.
Summit Equities Inc VDE ($123.80) Holding Chart
Summit Equities Inc VDE ($123.80) 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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