New Edge Wealth, LLC Vanguard Financial ETF Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,203 shares of VFH stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,203

Holding current value

$1.1 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$99.27 - $111.21 $913,581 - $1.02 Million	9,203 New	9,203 $1.01 Million

Others Institutions Holding VFH

# of Institutions

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.81 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$330 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$225 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$182 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$164 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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New Edge Wealth, LLC Vanguard Financial ETF Transaction History