New Edge Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,751 shares of VFMF stock, worth $218,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,751
Previous 2,325
24.69%
Holding current value
$218,612
Previous $267,000
16.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
64Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO317KShares$39.6 Million4.5% of portfolio
-
Envestnet Asset Management Inc262KShares$32.7 Million0.01% of portfolio
-
Opus Capital Group, LLC96.8KShares$12.1 Million1.79% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.83.8KShares$10.5 Million2.82% of portfolio
-
Umb Bank, N.A.61.5KShares$7.68 Million0.13% of portfolio