New Edge Advisors, LLC Vanguard Wellington Fd U S Val Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 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 51,513 shares of VFVA stock, worth $6.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
51,513
Previous 65,305
21.12%
Holding current value
$6.6 Million
Previous $7.38 Million
15.91%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$77 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$53.5 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$34 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.5 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$9.14 Million5.95% of portfolio