Modern Wealth Management, LLC Vanguard Consumer Discretionar Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Modern Wealth Management, LLC holds 858 shares of VCR stock, worth $313,967. This represents 0.01% of its overall portfolio holdings.
Number of Shares
858
Previous 887
3.27%
Holding current value
$313,967
Previous $302 Million
7.86%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VCR
# of Institutions
565Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$2.04 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$507 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$177 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$166 Million7.6% of portfolio
-
Ubs Group Ag377KShares$138 Million0.03% of portfolio