Modern Wealth Management, LLC Vanguard Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,066 shares of VGSH stock, worth $236,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,066
Previous 4,437 8.36%
Holding current value
$236,885
Previous $262 Million 9.67%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$58.02 - $58.88 $21,525 - $21,844
-371 Reduced 8.36%
4,066 $237 Million
Q3 2024

Nov 05, 2024
BUY
$57.74 - $59.13 $3,637 - $3,725
63 Added 1.44%
4,437 $262 Million
Q2 2024

Aug 07, 2024
BUY
$57.55 - $58.0 $287 - $290
5 Added 0.11%
4,374 $254 Million
Q1 2024

May 13, 2024
BUY
$57.88 - $58.54 $252,877 - $255,761
4,369 New
4,369 $252 Million

Others Institutions Holding VGSH

# of Institutions
965
Shares Held
261M
Call Options Held
11K
Put Options Held
6K
View Full List

About VANGUARD

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