Modern Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 83,819 shares of VTI stock, worth $23.4 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
83,819
Previous 55,392 51.32%
Holding current value
$23.4 Million
Previous $15.7 Billion 60.27%
% of portfolio
0.88%
Previous 0.95%

Shares

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

Feb 11, 2025
BUY
$280.04 - $302.45 $7.96 Million - $8.6 Million
28,427 Added 51.32%
83,819 $25.1 Billion
Q3 2024

Nov 05, 2024
BUY
$255.18 - $283.2 $920,944 - $1.02 Million
3,609 Added 6.97%
55,392 $15.7 Billion
Q2 2024

Aug 07, 2024
BUY
$245.23 - $269.4 $386,237 - $424,304
1,575 Added 3.14%
51,783 $13.9 Billion
Q1 2024

May 13, 2024
BUY
$232.77 - $260.14 $4.28 Million - $4.78 Million
18,375 Added 57.72%
50,208 $13 Billion
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $6.47 Million - $7.58 Million
31,833 New
31,833 $7.55 Billion

Others Institutions Holding VTI

# of Institutions
3,384
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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