Modern Wealth Management, LLC Vanguard Industrial ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 1,170 shares of VIS stock, worth $285,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,170
Previous 1,161 0.78%
Holding current value
$285,047
Previous $302 Million 3.6%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$254.39 - $279.7 $2,289 - $2,517
9 Added 0.78%
1,170 $313 Million
Q3 2024

Nov 05, 2024
SELL
$232.12 - $260.07 $17,873 - $20,025
-77 Reduced 6.22%
1,161 $302 Million
Q2 2024

Aug 07, 2024
BUY
$232.2 - $244.04 $3,947 - $4,148
17 Added 1.39%
1,238 $291 Million
Q1 2024

May 13, 2024
BUY
$212.18 - $244.15 $259,071 - $298,107
1,221 New
1,221 $297 Million

Others Institutions Holding VIS

# of Institutions
540
Shares Held
17.7M
Call Options Held
2.2K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

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