New Edge Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,959 shares of VOE stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,959

Previous 5,449 82.77%

Holding current value

$1.73 Million

Previous $896,000 93.97%

% of portfolio

0.03%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$164.63 - $174.58 $742,481 - $787,355	4,510 Added 82.77%	9,959 $1.74 Million
Q2 2025 Aug 11, 2025	BUY	$141.87 - $164.49 $87,108 - $100,996	614 Added 12.7%	5,449 $896,000
Q1 2025 May 09, 2025	BUY	$156.61 - $168.02 $22,865 - $24,530	146 Added 3.11%	4,835 $776,000
Q4 2024 Feb 04, 2025	BUY	$160.89 - $176.18 $39,096 - $42,811	243 Added 5.47%	4,689 $758,000
Q3 2024 Nov 12, 2024	BUY	$149.02 - $167.67 $55,882 - $62,876	375 Added 9.21%	4,446 $745,000

Q2 2024 Aug 01, 2024	SELL	$146.82 - $155.77 $2.22 Million - $2.35 Million	-15,117 Reduced 78.78%	4,071 $612,000
Q1 2024 May 06, 2024	BUY	$141.07 - $155.91 $258,299 - $285,471	1,831 Added 10.55%	19,188 $2.99 Million
Q4 2023 Jan 29, 2024	BUY	$124.27 - $145.8 $128,246 - $150,465	1,032 Added 6.32%	17,357 $2.52 Million
Q3 2023 Nov 08, 2023	SELL	$130.77 - $144.24 $22,230 - $24,520	-170 Reduced 1.03%	16,325 $2.14 Million
Q2 2023 Aug 09, 2023	BUY	$127.92 - $138.38 $59,738 - $64,623	467 Added 2.91%	16,495 $2.28 Million
Q1 2023 May 08, 2023	BUY	$126.74 - $147.12 $1.2 Million - $1.39 Million	9,481 Added 144.81%	16,028 $2.15 Million
Q4 2022 Feb 14, 2023	BUY	$122.51 - $142.75 $802,072 - $934,584	6,547 New	6,547 $885,000
Q1 2022 May 10, 2022	SELL	$140.72 - $152.6 $1.7 Million - $1.84 Million	-12,080 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$140.47 - $150.69 $9,551 - $10,246	68 Added 0.57%	12,080 $1.82 Million
Q3 2021 Nov 12, 2021	BUY	$135.17 - $146.62 $6,623 - $7,184	49 Added 0.41%	12,012 $1.68 Million
Q2 2021 Aug 11, 2021	SELL	$136.19 - $145.71 $255,356 - $273,206	-1,875 Reduced 13.55%	11,963 $1.68 Million
Q1 2021 May 13, 2021	BUY	$116.81 - $138.13 $8,059 - $9,530	69 Added 0.5%	13,838 $1.87 Million
Q4 2020 May 13, 2021	BUY	$100.82 - $119.56 $1.39 Million - $1.65 Million	13,769 New	13,769 $1.64 Million

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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New Edge Wealth, LLC Vanguard Mid Cap Value Index F Transaction History