New Edge Wealth, LLC Vanguard Total World Stk Index Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, New Edge Wealth, LLC holds 156,408 shares of VT stock, worth $19.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
156,408
Previous 158,435 1.28%
Holding current value
$19.1 Million
Previous $17.8 Million 4.92%
% of portfolio
0.35%
Previous 0.39%

Shares

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

Nov 12, 2024
SELL
$107.72 - $119.96 $218,348 - $243,158
-2,027 Reduced 1.28%
156,408 $18.7 Million
Q2 2024

Aug 01, 2024
SELL
$104.94 - $113.51 $33,895 - $36,663
-323 Reduced 0.2%
158,435 $17.8 Million
Q1 2024

May 06, 2024
BUY
$100.68 - $110.5 $323,384 - $354,926
3,212 Added 2.06%
158,758 $17.5 Million
Q4 2023

Jan 29, 2024
BUY
$88.97 - $103.1 $911,052 - $1.06 Million
10,240 Added 7.05%
155,546 $16 Million
Q3 2023

Nov 08, 2023
BUY
$92.79 - $100.59 $601,000 - $651,521
6,477 Added 4.67%
145,306 $13.5 Million
Q2 2023

Aug 09, 2023
SELL
$91.33 - $98.06 $37,719 - $40,498
-413 Reduced 0.3%
138,829 $13.5 Million
Q1 2023

May 08, 2023
SELL
$86.24 - $94.55 $1.29 Million - $1.41 Million
-14,932 Reduced 9.69%
139,242 $12.8 Million
Q4 2022

Feb 14, 2023
SELL
$78.67 - $91.07 $353,306 - $408,995
-4,491 Reduced 2.83%
154,174 $13.3 Million
Q3 2022

Nov 14, 2022
SELL
$78.88 - $94.48 $4,496 - $5,385
-57 Reduced 0.04%
158,665 $12.5 Million
Q2 2022

Aug 09, 2022
BUY
$83.88 - $102.77 $2.95 Million - $3.62 Million
35,210 Added 28.51%
158,722 $13.5 Million
Q1 2022

May 10, 2022
BUY
$93.8 - $108.09 $950,006 - $1.09 Million
10,128 Added 8.93%
123,512 $12.5 Million
Q4 2021

Jan 31, 2022
BUY
$101.45 - $109.23 $11.5 Million - $12.4 Million
113,384 New
113,384 $12.2 Million

Others Institutions Holding VT

# of Institutions
1,013
Shares Held
87M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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