New Edge Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 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 31,200 shares of VOO stock, worth $17.2 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
31,200
Previous 27,984 11.49%
Holding current value
$17.2 Million
Previous $14 Million 17.63%
% of portfolio
0.3%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$475.2 - $527.7 $1.53 Million - $1.7 Million
3,216 Added 11.49%
31,200 $16.5 Million
Q2 2024

Aug 01, 2024
SELL
$455.1 - $504.28 $501,520 - $555,716
-1,102 Reduced 3.79%
27,984 $14 Million
Q1 2024

May 06, 2024
BUY
$429.43 - $481.35 $4.33 Million - $4.86 Million
10,089 Added 53.11%
29,086 $14 Million
Q4 2023

Jan 29, 2024
BUY
$377.32 - $438.19 $655,782 - $761,574
1,738 Added 10.07%
18,997 $8.3 Million
Q3 2023

Nov 08, 2023
BUY
$392.7 - $420.68 $937,767 - $1 Million
2,388 Added 16.06%
17,259 $6.78 Million
Q2 2023

Aug 09, 2023
BUY
$371.44 - $407.28 $897,770 - $984,395
2,417 Added 19.41%
14,871 $6.06 Million
Q1 2023

May 08, 2023
BUY
$348.66 - $382.94 $550,185 - $604,279
1,578 Added 14.51%
12,454 $4.68 Million
Q4 2022

Feb 14, 2023
SELL
$327.64 - $374.54 $984,230 - $1.13 Million
-3,004 Reduced 21.64%
10,876 $3.82 Million
Q3 2022

Nov 14, 2022
BUY
$328.3 - $395.04 $58,109 - $69,922
177 Added 1.29%
13,880 $4.56 Million
Q2 2022

Aug 09, 2022
SELL
$337.07 - $419.85 $336,058 - $418,590
-997 Reduced 6.78%
13,703 $4.75 Million
Q1 2022

May 10, 2022
BUY
$382.7 - $439.25 $638,726 - $733,108
1,669 Added 12.81%
14,700 $6.1 Million
Q4 2021

Jan 31, 2022
BUY
$394.21 - $439.01 $4.77 Million - $5.32 Million
12,108 Added 1311.81%
13,031 $5.69 Million
Q3 2021

Nov 12, 2021
BUY
$390.68 - $416.73 $360,597 - $384,641
923 New
923 $364,000

Others Institutions Holding VOO

# of Institutions
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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