Modern Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,611 shares of VOE stock, worth $935,297. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,611
Previous 5,141 9.14%
Holding current value
$935,297
Previous $862 Million 7.5%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Feb 11, 2025
BUY
$160.89 - $176.18 $75,618 - $82,804
470 Added 9.14%
5,611 $927 Million
Q3 2024

Nov 05, 2024
BUY
$149.02 - $167.67 $15,945 - $17,940
107 Added 2.13%
5,141 $862 Million
Q2 2024

Aug 07, 2024
BUY
$146.82 - $155.77 $13,066 - $13,863
89 Added 1.8%
5,034 $757 Million
Q1 2024

May 13, 2024
BUY
$141.07 - $155.91 $697,591 - $770,974
4,945 New
4,945 $763 Million

Others Institutions Holding VOE

# of Institutions
1,190
Shares Held
71.9M
Call Options Held
25.6K
Put Options Held
1.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email