Modern Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,141 shares of VOE stock, worth $841,170. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,141
Previous 5,034
2.13%
Holding current value
$841,170
Previous $757 Million
13.84%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$766 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$598 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$504 Million0.04% of portfolio