New Edge Wealth, LLC Vanguard Mid Cap ETF Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 166,959 shares of VO stock, worth $44.7 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
166,959
Previous 158,772
5.16%
Holding current value
$44.7 Million
Previous $38.4 Million
14.59%
% of portfolio
0.81%
Previous 0.85%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio