Modern Wealth Management, LLC Vanguard Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,066 shares of VGSH stock, worth $236,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,066
Previous 4,437 8.36%
Holding current value
$236,234
Previous $262 Million 9.67%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$58.02 - $58.88 $21,525 - $21,844
-371 Reduced 8.36%
4,066 $237 Million
Q3 2024

Nov 05, 2024
BUY
$57.74 - $59.13 $3,637 - $3,725
63 Added 1.44%
4,437 $262 Million
Q2 2024

Aug 07, 2024
BUY
$57.55 - $58.0 $287 - $290
5 Added 0.11%
4,374 $254 Million
Q1 2024

May 13, 2024
BUY
$57.88 - $58.54 $252,877 - $255,761
4,369 New
4,369 $252 Million

Others Institutions Holding VGSH

# of Institutions
965
Shares Held
261M
Call Options Held
11K
Put Options Held
6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email