Modern Wealth Management, LLC Vanguard Consumer Discretionar Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

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 539 shares of VCR stock, worth $204,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares

539

Previous 703 23.33%

Holding current value

$204,685

Previous $254,000 83903.54%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$359.61 - $401.35 $58,976 - $65,821	-164 Reduced 23.33%	539 $213 Million
Q2 2025 Aug 14, 2025	SELL	$290.42 - $364.35 $42,982 - $53,923	-148 Reduced 17.39%	703 $254,000
Q1 2025 May 15, 2025	SELL	$318.51 - $391.75 $2,229 - $2,742	-7 Reduced 0.82%	851 $277 Million
Q4 2024 May 30, 2025	BUY	$328.51 - $401.37 $9,855 - $12,041	30 Added 3.53%	881 $330,000
Q4 2024 May 29, 2025	BUY	$328.51 - $401.37 $9,855 - $12,041	30 Added 3.53%	881 $330,000

Q4 2024 Feb 11, 2025	SELL	$328.51 - $401.37 $9,526 - $11,639	-29 Reduced 3.27%	858 $326 Million
Q3 2024 May 30, 2025	BUY	$291.88 - $341.94 $7,880 - $9,232	27 Added 3.17%	878 $298,000
Q3 2024 May 29, 2025	BUY	$291.88 - $341.94 $7,880 - $9,232	27 Added 3.17%	878 $298,000
Q3 2024 Nov 05, 2024	SELL	$291.88 - $341.94 $13,134 - $15,387	-45 Reduced 4.83%	887 $302 Million
Q2 2024 May 29, 2025	BUY	$292.03 - $315.87 $21,026 - $22,742	72 Added 8.46%	923 $288,000
Q2 2024 Aug 07, 2024	BUY	$292.03 - $315.87 $4,380 - $4,738	15 Added 1.64%	932 $291 Million
Q1 2024 May 28, 2025	BUY	$292.25 - $318.12 $16,658 - $18,132	57 Added 6.7%	908 $288 Million
Q1 2024 May 13, 2024	BUY	$292.25 - $318.12 $267,993 - $291,716	917 New	917 $283 Million

Others Institutions Holding VCR

# of Institutions

602

Shares Held

8.01M

Call Options Held

14.9K

Put Options Held

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Modern Wealth Management, LLC Vanguard Consumer Discretionar Transaction History