A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,797 shares of VO stock, worth $4.45 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,797
Previous 6,340 149.16%
Holding current value
$4.45 Million
Previous $1.53 Billion 171.52%
% of portfolio
0.25%
Previous 0.11%

Shares

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

Nov 05, 2024

BUY
$237.84 - $263.83 $2.25 Million - $2.5 Million
9,457 Added 149.16%
15,797 $4.17 Billion
Q2 2024

Aug 07, 2024

BUY
$234.99 - $248.98 $98,225 - $104,073
418 Added 7.06%
6,340 $1.53 Billion
Q1 2024

May 13, 2024

BUY
$225.86 - $249.86 $866,173 - $958,213
3,835 Added 183.76%
5,922 $1.46 Billion
Q4 2023

Feb 14, 2024

BUY
$195.66 - $233.95 $408,342 - $488,253
2,087 New
2,087 $486 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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.