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

New Edge Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$69.38 - $82.62 $34,134 - $40,649	-492 Reduced 2.88%	16,600 $2.3 Million
Q2 2022 Aug 09, 2022	BUY	$70.08 - $84.23 $308,842 - $371,201	4,407 Added 34.74%	17,092 $2.47 Million
Q1 2022 May 13, 2022	BUY	$78.21 - $85.96 $4,066 - $4,469	52 Added 0.41%	12,685 $2.13 Million
Q4 2021 Feb 17, 2022	BUY	$79.95 - $87.45 $48,609 - $53,169	608 Added 5.06%	12,633 $2.13 Million
Q3 2021 Oct 29, 2021	SELL	$76.58 - $83.26 $46,943 - $51,038	-613 Reduced 4.85%	12,025 $1.91 Million
Q2 2021 Jul 22, 2021	BUY	$78.69 - $84.35 $994,484 - $1.07 Million	12,638 New	12,638 $2.05 Million

138

4.37M

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

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