New Edge Advisors, LLC Vanguard Wellington Fd Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

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 67,662 shares of VFMV stock, worth $8.88 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

67,662

Previous 69,505 2.65%

Holding current value

$8.88 Million

Previous $8.81 Million 1.51%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$114.53 - $128.23 $211,078 - $236,327	-1,843 Reduced 2.65%	67,662 $8.68 Million
Q1 2025 May 15, 2025	BUY	$119.38 - $128.27 $129,646 - $139,301	1,086 Added 1.59%	69,505 $8.81 Million
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

Shares Held

1.14M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC Vanguard Wellington Fd Transaction History