Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 76,475 shares of VOO stock, worth $40.6 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

76,475

Previous 72,823 5.01%

Holding current value

$40.6 Million

Previous $38.4 Billion 10.68%

% of portfolio

1.49%

Previous 2.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $1.91 Million - $2.04 Million	3,652 Added 5.01%	76,475 $42.5 Billion
Q3 2024 Nov 05, 2024	BUY	$475.2 - $527.7 $236,649 - $262,794	498 Added 0.69%	72,823 $38.4 Billion
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $234,376 - $259,704	-515 Reduced 0.71%	72,325 $36.2 Billion
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $2.37 Million - $2.65 Million	5,515 Added 8.19%	72,840 $34.9 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $25.4 Million - $29.5 Million	67,325 New	67,325 $29.4 Billion

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History