Modern Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,460 shares of VBR stock, worth $489,121. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,460
Previous 2,446 0.57%
Holding current value
$489,121
Previous $460 Million 2.46%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$177.65 - $191.11 $2,487 - $2,675
14 Added 0.57%
2,460 $449 Million
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $421,812 - $469,338
2,446 New
2,446 $460 Million

Others Institutions Holding VBR

# of Institutions
1,504
Shares Held
90.1M
Call Options Held
44.8K
Put Options Held
24K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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