New Edge Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 32,293 shares of VOO stock, worth $18.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

32,293

Previous 31,200 3.5%

Holding current value

$18.2 Million

Previous $16.5 Million 5.69%

% of portfolio

0.31%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $570,371 - $610,790	1,093 Added 3.5%	32,293 $17.4 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $1.53 Million - $1.7 Million	3,216 Added 11.49%	31,200 $16.5 Million
Q2 2024 Aug 01, 2024	SELL	$455.1 - $504.28 $501,520 - $555,716	-1,102 Reduced 3.79%	27,984 $14 Million
Q1 2024 May 06, 2024	BUY	$429.43 - $481.35 $4.33 Million - $4.86 Million	10,089 Added 53.11%	29,086 $14 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $655,782 - $761,574	1,738 Added 10.07%	18,997 $8.3 Million
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $937,767 - $1 Million	2,388 Added 16.06%	17,259 $6.78 Million
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $897,770 - $984,395	2,417 Added 19.41%	14,871 $6.06 Million
Q1 2023 May 08, 2023	BUY	$348.66 - $382.94 $550,185 - $604,279	1,578 Added 14.51%	12,454 $4.68 Million
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $984,230 - $1.13 Million	-3,004 Reduced 21.64%	10,876 $3.82 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $58,109 - $69,922	177 Added 1.29%	13,880 $4.56 Million
Q2 2022 Aug 09, 2022	SELL	$337.07 - $419.85 $336,058 - $418,590	-997 Reduced 6.78%	13,703 $4.75 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $638,726 - $733,108	1,669 Added 12.81%	14,700 $6.1 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $4.77 Million - $5.32 Million	12,108 Added 1311.81%	13,031 $5.69 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $360,597 - $384,641	923 New	923 $364,000

Others Institutions Holding VOO

# of Institutions

3,502

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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New Edge Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History