Modern Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Number of Shares
12,075
Previous 2,425 397.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
9,650 Added 397.94%
12,075 $0
Q1 2025

May 15, 2025
BUY
N/A
2,425 New
2,425 $244 Million
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