Modern Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
16,250
Previous 12,075 34.58%
Holding current value
$1.66 Billion
Previous $0 Infinity%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
4,175 Added 34.58%
16,250 $1.66 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
9,650 Added 397.94%
12,075 $0
Q1 2025

May 15, 2025
BUY
N/A
2,425 New
2,425 $244 Million
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