Modern Wealth Management, LLC Vanguard Consumer Discretionar Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 887 shares of VCR stock, worth $347,429. This represents 0.02% of its overall portfolio holdings.
Number of Shares
887
Previous 932
4.83%
Holding current value
$347,429
Previous $291 Million
3.71%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VCR
# of Institutions
516Shares Held
14.5MCall Options Held
9.5KPut Options Held
6.3K-
International Assets Investment Management, LLC Orlando, FL6.64MShares$2.6 Billion0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$543 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$195 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$188 Million7.02% of portfolio
-
Ubs Group Ag388KShares$152 Million0.03% of portfolio