New Edge Wealth, LLC Vanguard Mid Cap Growth Index Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, New Edge Wealth, LLC holds 33,700 shares of VOT stock, worth $8.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

33,700

Previous 34,816 3.21%

Holding current value

$8.23 Million

Previous $8.48 Million 0.88%

% of portfolio

0.15%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$241.48 - $274.89 $269,491 - $306,777	-1,116 Reduced 3.21%	33,700 $8.55 Million
Q3 2024 Nov 12, 2024	SELL	$218.05 - $243.47 $8,067 - $9,008	-37 Reduced 0.11%	34,816 $8.48 Million
Q2 2024 Aug 01, 2024	SELL	$218.75 - $234.97 $2.35 Million - $2.53 Million	-10,764 Reduced 23.6%	34,853 $8 Million
Q1 2024 May 06, 2024	SELL	$212.21 - $235.79 $527,978 - $586,645	-2,488 Reduced 5.17%	45,617 $10.8 Million
Q4 2023 Jan 29, 2024	BUY	$180.9 - $221.2 $10,130 - $12,387	56 Added 0.12%	48,105 $10.6 Million
Q3 2023 Nov 08, 2023	BUY	$191.65 - $213.93 $2,299 - $2,567	12 Added 0.02%	48,049 $9.36 Million
Q2 2023 Aug 09, 2023	SELL	$186.22 - $205.77 $77,467 - $85,600	-416 Reduced 0.86%	48,037 $9.88 Million
Q1 2023 May 08, 2023	BUY	$177.43 - $203.61 $527,499 - $605,332	2,973 Added 6.54%	48,453 $9.44 Million
Q4 2022 Feb 14, 2023	BUY	$165.84 - $193.83 $731,686 - $855,177	4,412 Added 10.74%	45,480 $8.18 Million
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $43,720 - $53,641	-257 Reduced 0.62%	41,068 $7 Million
Q2 2022 Aug 09, 2022	SELL	$167.96 - $227.2 $524,875 - $710,000	-3,125 Reduced 7.03%	41,325 $7.25 Million
Q1 2022 May 10, 2022	SELL	$199.76 - $251.37 $1.88 Million - $2.36 Million	-9,403 Reduced 17.46%	44,450 $9.9 Million
Q4 2021 Jan 31, 2022	BUY	$234.3 - $265.79 $906,741 - $1.03 Million	3,870 Added 7.74%	53,853 $13.7 Million
Q3 2021 Nov 12, 2021	BUY	$230.42 - $251.05 $17,051 - $18,577	74 Added 0.15%	49,983 $11.8 Million
Q2 2021 Aug 11, 2021	BUY	$210.91 - $237.31 $178,640 - $201,001	847 Added 1.73%	49,909 $11.8 Million
Q1 2021 May 13, 2021	BUY	$204.75 - $230.34 $5.38 Million - $6.06 Million	26,300 Added 115.54%	49,062 $10.5 Million
Q4 2020 May 13, 2021	BUY	$178.76 - $215.29 $4.07 Million - $4.9 Million	22,762 New	22,762 $4.83 Million

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Vanguard Mid Cap Growth Index Transaction History