New Edge Wealth, LLC Vanguard Dividend Appreciation Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Edge Wealth, LLC holds 137,712 shares of VIG stock, worth $25.1 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
137,712
Previous 138,115 0.29%
Holding current value
$25.1 Million
Previous $25.2 Million 0.51%
% of portfolio
0.46%
Previous 0.56%

Shares

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

Nov 12, 2024
SELL
$182.15 - $182.15 $73,406 - $73,406
-403 Reduced 0.29%
137,712 $25.1 Million
Q2 2024

Aug 01, 2024
BUY
$173.33 - $185.29 $2.8 Million - $2.99 Million
16,127 Added 13.22%
138,115 $25.2 Million
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $301,055 - $326,985
1,787 Added 1.49%
121,988 $22.3 Million
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $2.7 Million - $3.08 Million
17,970 Added 17.58%
120,201 $20.5 Million
Q3 2023

Nov 08, 2023
SELL
$155.38 - $166.95 $1.18 Million - $1.27 Million
-7,625 Reduced 6.94%
102,231 $15.9 Million
Q2 2023

Aug 09, 2023
BUY
$152.74 - $162.43 $215,974 - $229,676
1,414 Added 1.3%
109,856 $17.8 Million
Q1 2023

May 08, 2023
BUY
$147.24 - $158.33 $2.37 Million - $2.55 Million
16,093 Added 17.43%
108,442 $16.7 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $567,627 - $621,984
3,919 Added 4.43%
92,349 $14 Million
Q3 2022

Nov 14, 2022
BUY
N/A
15 Added 0.02%
88,430 $12 Million
Q2 2022

Aug 09, 2022
BUY
N/A
383 Added 0.44%
88,415 $12.7 Million
Q1 2022

May 10, 2022
SELL
N/A
-12,830 Reduced 12.72%
88,032 $14.3 Million
Q4 2021

Jan 31, 2022
BUY
N/A
100,862 New
100,862 $17.3 Million

Others Institutions Holding VIG

# of Institutions
2,315
Shares Held
211M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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