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 92,162 shares of VCEB stock, worth $5.76 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
92,162
Previous 81,939 12.48%
Holding current value
$5.76 Million
Previous $5.19 Million 11.36%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$58.39 - $62.66 $336,559 - $361,172
5,764 New
5,764 $349,000

Others Institutions Holding VCEB

About VANGUARD WORLD FD ESG U S CORP


  • Ticker VCEB
  • Sector ETFs
  • Industry ETFs
More about VCEB
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.