New Edge Advisors, LLC Vanguard Wellington Fd U S Val Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

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 40,439 shares of VFVA stock, worth $4.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

40,439

Previous 51,107 20.87%

Holding current value

$4.95 Million

Previous $6.05 Million 23.8%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$111.86 - $124.32 $1.19 Million - $1.33 Million	-10,668 Reduced 20.87%	40,439 $4.61 Million
Q4 2024 Feb 13, 2025	SELL	$117.34 - $130.02 $47,640 - $52,788	-406 Reduced 0.79%	51,107 $6.05 Million
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

# of Institutions

104

Shares Held

2.6M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
Sector ETFs
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New Edge Advisors, LLC Vanguard Wellington Fd U S Val Transaction History