Modera Wealth Management, LLC Vanguard World Fd Esg U S Corp Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 137,280 shares of VCEB stock, worth $8.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

137,280

Previous 94,240 45.67%

Holding current value

$8.6 Million

Previous $5.85 Million 52.29%

% of portfolio

0.11%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$61.6 - $65.13 $2.65 Million - $2.8 Million	43,040 Added 45.67%	137,280 $8.91 Million
Q2 2024 Jul 29, 2024	BUY	$60.71 - $62.62 $126,155 - $130,124	2,078 Added 2.25%	94,240 $5.85 Million
Q1 2024 May 14, 2024	BUY	$61.87 - $63.48 $632,497 - $648,956	10,223 Added 12.48%	92,162 $5.78 Million
Q4 2023 Feb 14, 2024	SELL	$57.78 - $63.69 $106,141 - $116,998	-1,837 Reduced 2.19%	81,939 $5.19 Million
Q3 2023 Nov 30, 2023	BUY	$59.36 - $62.14 $4.33 Million - $4.53 Million	72,927 Added 672.2%	83,776 $4.98 Million
Q3 2023 Nov 01, 2023	SELL	$59.36 - $62.14 $4.15 Million - $4.34 Million	-69,834 Reduced 86.55%	10,849 $644,000
Q2 2023 Aug 07, 2023	BUY	$61.11 - $63.02 $4.62 Million - $4.77 Million	75,669 Added 1509.15%	80,683 $5 Million
Q1 2023 May 05, 2023	SELL	$60.51 - $63.64 $45,382 - $47,730	-750 Reduced 13.01%	5,014 $314,000
Q4 2022 Feb 07, 2023	BUY	$57.68 - $62.66 $332,467 - $361,172	5,764 New	5,764 $349,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
Industry ETFs

More about VCEB

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Modera Wealth Management, LLC Vanguard World Fd Esg U S Corp Transaction History