New Edge Wealth, LLC Vanguard Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, New Edge Wealth, LLC holds 89,195 shares of VGSH stock, worth $5.25 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
89,195
Previous 89,069
0.14%
Holding current value
$5.25 Million
Previous $5.17 Million
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
899Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$403 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$387 Million0.14% of portfolio