New Edge Wealth, LLC Vanguard Small Cap Value ETF Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,279 shares of VBR stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,279
Previous 17,979
70.64%
Holding current value
$1.05 Million
Previous $3.45 Million
72.08%
% of portfolio
0.02%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio