Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,775 shares of VO stock, worth $3.38 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,775
Previous 12,367 4.79%
Holding current value
$3.38 Million
Previous $3.46 Million 99861.45%
% of portfolio
0.07%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$279.83 - $293.74 $165,659 - $173,894
-592 Reduced 4.79%
11,775 $3.46 Billion
Q2 2025

Aug 14, 2025
SELL
$228.54 - $279.83 $1.49 Million - $1.82 Million
-6,521 Reduced 34.52%
12,367 $3.46 Million
Q1 2025

May 30, 2025
BUY
$251.87 - $277.95 $56,922 - $62,816
226 Added 1.21%
18,888 $4.88 Million
Q1 2025

May 15, 2025
BUY
$251.87 - $277.95 $592,146 - $653,460
2,351 Added 14.41%
18,662 $4.83 Billion
Q4 2024

May 30, 2025
SELL
$261.5 - $284.63 $682,515 - $742,884
-2,610 Reduced 13.99%
16,052 $4.24 Million
Q4 2024

May 29, 2025
SELL
$261.5 - $284.63 $682,515 - $742,884
-2,610 Reduced 13.99%
16,052 $4.24 Million
Q4 2024

Feb 11, 2025
BUY
$261.5 - $284.63 $134,411 - $146,299
514 Added 3.25%
16,311 $4.53 Billion
Q3 2024

May 30, 2025
SELL
$237.84 - $263.83 $498,750 - $553,251
-2,097 Reduced 11.24%
16,565 $4.37 Million
Q3 2024

May 29, 2025
SELL
$237.84 - $263.83 $498,750 - $553,251
-2,097 Reduced 11.24%
16,565 $4.37 Million
Q3 2024

Nov 05, 2024
BUY
$237.84 - $263.83 $2.25 Million - $2.5 Million
9,457 Added 149.16%
15,797 $4.17 Billion
Q2 2024

May 29, 2025
SELL
$234.99 - $248.98 $2.75 Million - $2.92 Million
-11,712 Reduced 62.76%
6,950 $1.68 Million
Q2 2024

Aug 07, 2024
BUY
$234.99 - $248.98 $98,225 - $104,073
418 Added 7.06%
6,340 $1.53 Billion
Q1 2024

May 28, 2025
SELL
$225.86 - $249.86 $3.35 Million - $3.7 Million
-14,821 Reduced 79.42%
3,841 $960 Million
Q1 2024

May 13, 2024
BUY
$225.86 - $249.86 $866,173 - $958,213
3,835 Added 183.76%
5,922 $1.46 Billion
Q4 2023

May 28, 2025
SELL
$195.66 - $233.95 $3.24 Million - $3.87 Million
-16,539 Reduced 88.62%
2,123 $494 Million
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $408,342 - $488,253
2,087 New
2,087 $486 Million

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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