New Edge Advisors, LLC Vanguard Dividend Appreciation Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Edge Advisors, LLC holds 326,402 shares of VIG stock, worth $59.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
326,402
Previous 317,146 2.92%
Holding current value
$59.5 Million
Previous $57.8 Million 2.92%
% of portfolio
0.32%
Previous 0.36%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
9,256 Added 2.92%
326,402 $59.5 Million
Q1 2025

May 15, 2025
SELL
N/A
-2,810 Reduced 0.88%
317,146 $57.8 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-22,599 Reduced 6.6%
319,956 $58.3 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $13,296 - $13,296
73 Added 0.02%
342,555 $62.4 Million
Q2 2024

Aug 15, 2024
BUY
$173.33 - $185.29 $16 Million - $17.1 Million
92,250 Added 36.87%
342,482 $62.5 Million
Q1 2024

May 14, 2024
SELL
$168.47 - $182.98 $2.44 Million - $2.66 Million
-14,510 Reduced 5.48%
250,232 $45.7 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $5.24 Million - $5.97 Million
34,895 Added 15.18%
264,742 $45.1 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $13.1 Million - $14.1 Million
-84,312 Reduced 26.84%
229,847 $35.7 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $3.77 Million - $4.01 Million
24,690 Added 8.53%
314,159 $51 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $3.56 Million - $3.83 Million
24,168 Added 9.11%
289,469 $44.6 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $7.14 Million - $7.82 Million
49,303 Added 22.83%
265,301 $40.3 Million
Q3 2022

Nov 14, 2022
BUY
N/A
24,250 Added 12.65%
215,998 $29.2 Million
Q2 2022

Aug 09, 2022
BUY
N/A
19,364 Added 11.23%
191,748 $27.5 Million
Q1 2022

May 13, 2022
SELL
N/A
-7,956 Reduced 4.41%
172,384 $28 Million
Q4 2021

Feb 17, 2022
BUY
N/A
71,912 Added 66.32%
180,340 $31 Million
Q3 2021

Oct 29, 2021
BUY
N/A
11,988 Added 12.43%
108,428 $16.7 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-1,578 Reduced 1.61%
96,440 $14.9 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-1,781 Reduced 1.78%
98,018 $14.4 Million
Q4 2020

Jan 27, 2021
BUY
N/A
82 Added 0.08%
99,799 $14.1 Million
Q3 2020

Nov 03, 2020
BUY
N/A
4,762 Added 5.02%
99,717 $12.8 Million
Q2 2020

Jul 29, 2020
BUY
N/A
45,099 Added 90.46%
94,955 $11.1 Million
Q1 2020

May 04, 2020
BUY
N/A
6,773 Added 15.72%
49,856 $5.16 Million
Q4 2019

Jan 31, 2020
BUY
N/A
10,253 Added 31.23%
43,083 $5.37 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-1,248 Reduced 3.66%
32,830 $3.93 Million
Q2 2019

Aug 05, 2019
BUY
N/A
6,990 Added 25.8%
34,078 $3.92 Million
Q1 2019

May 14, 2019
SELL
N/A
-148,550 Reduced 84.58%
27,088 $2.97 Million
Q1 2019

May 09, 2019
BUY
N/A
147,612 Added 526.7%
175,638 $9,000
Q4 2018

Jan 29, 2019
BUY
N/A
16,618 Added 145.67%
28,026 $2.75 Million
Q3 2018

Oct 29, 2018
BUY
N/A
1,709 Added 17.62%
11,408 $1.26 Million
Q2 2018

Jul 19, 2018
BUY
N/A
4,519 Added 87.24%
9,699 $986,000
Q1 2018

May 11, 2018
BUY
N/A
327 Added 6.74%
5,180 $512,000
Q4 2017

Feb 08, 2018
BUY
N/A
512 Added 11.79%
4,853 $506,000
Q3 2017

Nov 13, 2017
BUY
N/A
109 Added 2.58%
4,341 $414,000
Q2 2017

Aug 16, 2017
BUY
N/A
4,232
4,232 $0

Others Institutions Holding VIG

# of Institutions
2,589
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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