Modern Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 1,053 shares of VB stock, worth $248,760. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,053
Previous 971
8.44%
Holding current value
$248,760
Previous $216 Million
6.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,071Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio