New Edge Advisors, LLC Vanguard Wellington Fd Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, New Edge Advisors, LLC holds 68,419 shares of VFMV stock, worth $8.26 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
68,419
Previous 68,377
0.06%
Holding current value
$8.26 Million
Previous $8.32 Million
0.85%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VFMV
# of Institutions
50Shares Held
978KCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$24.4 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$21.5 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.2 Million0.25% of portfolio
-
Martin Worley Group Cottonwood Heights, UT65.6KShares$7.93 Million4.75% of portfolio
-
Milestone Advisory Partners40.8KShares$4.92 Million3.27% of portfolio