Modern Wealth Management, LLC Vanguard Financial ETF Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,288 shares of VFH stock, worth $384,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,288
Previous 3,177
3.49%
Holding current value
$384,071
Previous $349 Million
18.28%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
764Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.69 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$373 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$224 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$185 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$167 Million7.56% of portfolio