New Edge Advisors, LLC Vanguard Wellington Fd U S Val Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, New Edge Advisors, LLC holds 51,107 shares of VFVA stock, worth $5.92 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
51,107
Previous 51,513
0.79%
Holding current value
$5.92 Million
Previous $6.21 Million
2.56%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$61.9 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$48.7 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.8 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.73 Million0.09% of portfolio