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

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,400 shares of VIOV stock, worth $311,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,400 -0.0%
Holding current value
$311,542
Previous $300,000 5.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 30, 2023
BUY
$76.16 - $87.03 $59,557 - $68,057
782 Added 29.87%
3,400 $261,000
Q3 2023

Nov 01, 2023
SELL
$76.16 - $87.03 $59,557 - $68,057
-782 Reduced 23.0%
2,618 $201,000
Q1 2023

May 05, 2023
BUY
$76.95 - $184.17 $130,815 - $313,089
1,700 Added 100.0%
3,400 $274,000
Q2 2022

Jul 27, 2022
BUY
$74.83 - $89.39 $127,211 - $151,963
1,700 New
1,700 $262,000

Others Institutions Holding VIOV

# of Institutions
172
Shares Held
6.5M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email