New Edge Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 151,738 shares of VMBS stock, worth $6.82 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
151,738
Previous 162,511
6.63%
Holding current value
$6.82 Million
Previous $7.53 Million
8.15%
% of portfolio
0.06%
Previous 0.07%
Shares
27 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.07 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.91 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$830 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$320 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$280 Million0.03% of portfolio