Modern Wealth Management, LLC Vanguard Industrial ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,238 shares of VIS stock, worth $319,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,238
Previous 1,221
1.39%
Holding current value
$319,886
Previous $297 Million
1.91%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VIS
# of Institutions
486Shares Held
12.9MCall Options Held
4.3KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.52MShares$1.17 Billion0.1% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ845KShares$218 Million4.49% of portfolio
-
Beacon Capital Management, Inc.651KShares$168 Million7.29% of portfolio
-
Morgan Stanley New York, NY615KShares$159 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$127 Million0.03% of portfolio