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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$111.27 - $122.66 $1.53 Million - $1.69 Million
-13,792 Reduced 21.12%
51,513 $6.21 Million
Q2 2024

Aug 15, 2024

BUY
$110.79 - $118.48 $7.04 Million - $7.53 Million
63,543 Added 3606.3%
65,305 $7.38 Million
Q1 2024

May 14, 2024

BUY
$108.27 - $119.34 $190,771 - $210,277
1,762 New
1,762 $210,000

Others Institutions Holding VFVA

About VANGUARD WELLINGTON FD U S VAL


  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
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