Modera Wealth Management, LLC Vanguard S&P Small Cap 600 Val 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 Val stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,400 shares of VIOV stock, worth $318,478. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,400
Previous 3,400
-0.0%
Holding current value
$318,478
Previous $284,000
10.56%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
184Shares Held
6.27MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$40.5 Million3.96% of portfolio
-
Ubs Group Ag343KShares$32.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$28.4 Million0.0% of portfolio
-
One Day In July LLC214KShares$20 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$18.2 Million0.01% of portfolio