New Edge Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, New Edge Advisors, LLC holds 29,158 shares of VFMO stock, worth $5.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,158

Previous 27,862 4.65%

Holding current value

$5.53 Million

Previous $4.23 Million 19.03%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$134.25 - $172.52 $173,988 - $223,585	1,296 Added 4.65%	29,158 $5.03 Million
Q1 2025 May 15, 2025	BUY	$147.38 - $176.39 $2.61 Million - $3.12 Million	17,705 Added 174.31%	27,862 $4.23 Million
Q4 2024 Feb 13, 2025	BUY	$159.11 - $178.39 $1.23 Million - $1.38 Million	7,754 Added 322.68%	10,157 $1.67 Million
Q3 2024 Nov 14, 2024	BUY	$141.31 - $161.48 $311,023 - $355,417	2,201 Added 1089.6%	2,403 $386,000
Q1 2024 May 14, 2024	BUY	$126.46 - $151.44 $25,544 - $30,590	202 New	202 $30,000
Q4 2022 Feb 14, 2023	BUY	$108.83 - $121.93 $17,956 - $20,118	165 New	165 $18,000

Others Institutions Holding VFMO

# of Institutions

152

Shares Held

3.38M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History