New Edge Advisors, LLC Vanguard Wellington Fd Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 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 69,505 shares of VFMV stock, worth $8.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
69,505
Previous 68,419 1.59%
Holding current value
$8.92 Million
Previous $8.25 Million 6.84%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
68
Shares Held
1M
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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