Modern Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,249 shares of VDC stock, worth $263,039. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,249
Previous 1,945
35.78%
Holding current value
$263,039
Previous $425,000
62721.18%
% of portfolio
0.01%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding VDC
# of Institutions
685Shares Held
15.7MCall Options Held
10.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.86MShares$813 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC844KShares$178 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH789KShares$166 Million0.08% of portfolio
-
Morgan Stanley New York, NY567KShares$119 Million0.01% of portfolio
-
Beacon Capital Management, Inc.499KShares$105 Million5.55% of portfolio