New Edge Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 2024

A detailed history of New Edge Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,068 shares of IVOO stock, worth $202,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,068
Previous 68 2941.18%
Holding current value
$202,519
Previous $6,000 3450.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$90.9 - $103.01 $181,800 - $206,020
2,000 Added 2941.18%
2,068 $213,000
Q4 2023

Feb 13, 2024
SELL
$78.64 - $94.88 $504,711 - $608,939
-6,418 Reduced 98.95%
68 $6,000
Q3 2023

Nov 14, 2023
BUY
$83.66 - $92.16 $536,929 - $591,482
6,418 Added 9438.24%
6,486 $548,000
Q1 2023

May 12, 2023
BUY
$80.26 - $183.76 $2,728 - $6,247
34 Added 100.0%
68 $5,000
Q4 2022

Feb 14, 2023
BUY
$160.22 - $174.3 $5,447 - $5,926
34 New
34 $5,000

Others Institutions Holding IVOO

# of Institutions
246
Shares Held
8.96M
Call Options Held
5.6K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email