New Edge Advisors, LLC Vanguard Wellington Fd Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, New Edge Advisors, LLC holds 68,419 shares of VFMV stock, worth $8.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,419
Previous 68,377 0.06%
Holding current value
$8.59 Million
Previous $8.32 Million 0.85%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$120.0 - $127.93 $5,040 - $5,373
42 Added 0.06%
68,419 $8.25 Million
Q3 2024

Nov 14, 2024
BUY
$113.29 - $121.87 $1.46 Million - $1.57 Million
12,887 Added 23.22%
68,377 $8.32 Million
Q2 2024

Aug 15, 2024
BUY
$107.0 - $114.78 $5.94 Million - $6.37 Million
55,490 New
55,490 $6.31 Million
Q4 2022

Feb 14, 2023
BUY
$89.6 - $102.86 $17,561 - $20,160
196 New
196 $19,000

Others Institutions Holding VFMV

# of Institutions
47
Shares Held
753K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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