New Edge Wealth, LLC Vanguard Dividend Appreciation Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

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 102,840 shares of VIG stock, worth $18.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

102,840

Previous 106,093 3.07%

Holding current value

$18.7 Million

Previous $19.3 Million 3.06%

% of portfolio

0.28%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	N/A	-3,253 Reduced 3.07%	102,840 $18.7 Million
Q2 2025 Aug 11, 2025	BUY	N/A	195 Added 0.18%	106,093 $19.3 Million
Q1 2025 May 09, 2025	SELL	N/A	-32,121 Reduced 23.27%	105,898 $19.3 Million
Q4 2024 Feb 04, 2025	BUY	N/A	307 Added 0.22%	138,019 $25.1 Million
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

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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New Edge Wealth, LLC Vanguard Dividend Appreciation Transaction History