Modera Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,906 shares of VIOO stock, worth $530,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,906
Previous 4,906 -0.0%
Holding current value
$530,583
Previous $481,000 10.19%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 30, 2023
SELL
$86.02 - $96.92 $412,982 - $465,312
-4,801 Reduced 49.46%
4,906 $428,000
Q3 2023

Nov 01, 2023
BUY
$86.02 - $96.92 $376,681 - $424,412
4,379 Added 82.19%
9,707 $848,000
Q2 2023

Aug 07, 2023
SELL
$83.72 - $92.04 $27,125 - $29,820
-324 Reduced 5.73%
5,328 $489,000
Q1 2023

May 05, 2023
BUY
$84.73 - $197.41 $239,446 - $557,880
2,826 Added 100.0%
5,652 $501,000
Q2 2022

Jul 27, 2022
BUY
$82.0 - $100.06 $231,732 - $282,769
2,826 New
2,826 $481,000

Others Institutions Holding VIOO

# of Institutions
330
Shares Held
13.3M
Call Options Held
1K
Put Options Held
2.2K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

VIOO Quotes by TradingView
  • Ticker VIOO
  • Sector ETFs
  • Industry ETFs
More about VIOO
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