Modern Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,425 shares of VB stock, worth $367,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,425
Previous 1,053 35.33%
Holding current value
$367,265
Previous $230 Million 47.25%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$214.77 - $237.72 $79,894 - $88,431
372 Added 35.33%
1,425 $338 Million
Q2 2024

Aug 07, 2024
BUY
$210.76 - $226.94 $17,282 - $18,609
82 Added 8.44%
1,053 $230 Million
Q1 2024

May 13, 2024
BUY
$204.0 - $228.59 $198,084 - $221,960
971 New
971 $216 Million

Others Institutions Holding VB

# of Institutions
2,106
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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