Modern Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,413 shares of VYM stock, worth $763,287. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,413
Previous 5,485 1.31%
Holding current value
$763,287
Previous $731,000 104279.34%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$132.9 - $142.03 $9,568 - $10,226
-72 Reduced 1.31%
5,413 $763 Million
Q2 2025

Aug 14, 2025
BUY
$114.78 - $133.31 $9,411 - $10,931
82 Added 1.52%
5,485 $731,000
Q1 2025

May 15, 2025
BUY
$126.11 - $135.06 $102,779 - $110,073
815 Added 17.76%
5,403 $697 Million
Q4 2024

May 30, 2025
SELL
$126.68 - $134.74 $132,380 - $140,803
-1,045 Reduced 19.34%
4,358 $556,000
Q4 2024

May 29, 2025
SELL
$126.68 - $134.74 $132,380 - $140,803
-1,045 Reduced 19.34%
4,358 $556,000
Q4 2024

Feb 11, 2025
BUY
$126.68 - $134.74 $581,207 - $618,187
4,588 New
4,588 $610 Million

Others Institutions Holding VYM

# of Institutions
2,099
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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