Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,311 shares of VO stock, worth $4.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,311
Previous 15,797 3.25%
Holding current value
$4.4 Million
Previous $4.17 Billion 8.78%
% of portfolio
0.16%
Previous 0.25%

Shares

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

Feb 11, 2025
BUY
$261.5 - $284.63 $134,411 - $146,299
514 Added 3.25%
16,311 $4.53 Billion
Q3 2024

Nov 05, 2024
BUY
$237.84 - $263.83 $2.25 Million - $2.5 Million
9,457 Added 149.16%
15,797 $4.17 Billion
Q2 2024

Aug 07, 2024
BUY
$234.99 - $248.98 $98,225 - $104,073
418 Added 7.06%
6,340 $1.53 Billion
Q1 2024

May 13, 2024
BUY
$225.86 - $249.86 $866,173 - $958,213
3,835 Added 183.76%
5,922 $1.46 Billion
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $408,342 - $488,253
2,087 New
2,087 $486 Million

Others Institutions Holding VO

# of Institutions
2,291
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
View Full List

About VANGUARD MID-CAP ETF

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