New Edge Wealth, LLC Vanguard Russell 1000 Growth E Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$75.82 - $87.22 $68,010 - $78,236	897 Added 32.35%	3,670 $318,000
Q4 2023 Jan 29, 2024	BUY	$66.09 - $78.32 $183,267 - $217,181	2,773 New	2,773 $216,000

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.12 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.07 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$642 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$534 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$481 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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