New Edge Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 32,293 shares of VOO stock, worth $17.9 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
32,293
Previous 31,200
3.5%
Holding current value
$17.9 Million
Previous $16.5 Million
5.69%
% of portfolio
0.31%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
3,284Shares Held
406MCall Options Held
2.08MPut Options Held
2.68M-
Proficio Capital Partners LLC Newton, MA36MShares$19.9 Billion11.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio