New Edge Advisors, LLC Vanguard Wellington Fd Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 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 68,377 shares of VFMV stock, worth $8.65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
68,377
Previous 55,490 23.22%
Holding current value
$8.65 Million
Previous $6.31 Million 31.87%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
44
Shares Held
627K
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
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