Modera Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 75,542 shares of VO stock, worth $20.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
75,542
Previous 75,312 0.31%
Holding current value
$20.4 Million
Previous $19.9 Million 1.79%
% of portfolio
0.27%
Previous 0.24%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$251.87 - $277.95 $57,930 - $63,928
230 Added 0.31%
75,542 $19.5 Million
Q4 2024

Feb 05, 2025
BUY
$261.5 - $284.63 $16.9 Million - $18.3 Million
64,463 Added 594.18%
75,312 $19.9 Million
Q3 2024

Oct 24, 2024
SELL
$237.84 - $263.83 $52,562 - $58,306
-221 Reduced 2.0%
10,849 $2.86 Million
Q2 2024

Jul 29, 2024
BUY
$234.99 - $248.98 $54,517 - $57,763
232 Added 2.14%
11,070 $2.68 Million
Q1 2024

May 14, 2024
BUY
$225.86 - $249.86 $37,041 - $40,977
164 Added 1.54%
10,838 $2.71 Million
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $130,505 - $156,044
667 Added 6.67%
10,674 $2.48 Million
Q3 2023

Nov 30, 2023
SELL
$206.6 - $228.23 $2.67 Million - $2.95 Million
-12,923 Reduced 56.36%
10,007 $2.08 Million
Q3 2023

Nov 01, 2023
BUY
$206.6 - $228.23 $2.59 Million - $2.87 Million
12,560 Added 121.12%
22,930 $4.77 Million
Q2 2023

Aug 07, 2023
BUY
$203.43 - $220.16 $214,211 - $231,828
1,053 Added 11.3%
10,370 $2.28 Million
Q1 2023

May 05, 2023
BUY
$200.2 - $225.98 $31,031 - $35,026
155 Added 1.69%
9,317 $1.97 Million
Q4 2022

Feb 07, 2023
SELL
$186.57 - $217.26 $321,833 - $374,773
-1,725 Reduced 15.84%
9,162 $1.87 Million
Q3 2022

Nov 01, 2022
SELL
$187.98 - $227.42 $175,949 - $212,865
-936 Reduced 7.92%
10,887 $2.05 Million
Q2 2022

Jul 27, 2022
SELL
$190.36 - $240.41 $520,444 - $657,280
-2,734 Reduced 18.78%
11,823 $2.33 Million
Q1 2022

May 03, 2022
BUY
$219.86 - $253.39 $39,354 - $45,356
179 Added 1.24%
14,557 $3.46 Million
Q4 2021

Feb 04, 2022
BUY
$236.98 - $261.2 $888,675 - $979,500
3,750 Added 35.28%
14,378 $3.66 Million
Q3 2021

Nov 04, 2021
SELL
$229.88 - $249.8 $130,112 - $141,386
-566 Reduced 5.06%
10,628 $2.52 Million
Q2 2021

Aug 02, 2021
BUY
$223.23 - $238.25 $13,617 - $14,533
61 Added 0.55%
11,194 $2.66 Million
Q1 2021

Apr 29, 2021
BUY
$203.74 - $225.89 $35,043 - $38,853
172 Added 1.57%
11,133 $2.46 Million
Q4 2020

Feb 11, 2021
SELL
$176.14 - $208.21 $31,176 - $36,853
-177 Reduced 1.59%
10,961 $2.27 Million
Q3 2020

Nov 12, 2020
SELL
$164.39 - $185.0 $112,935 - $127,095
-687 Reduced 5.81%
11,138 $1.96 Million
Q2 2020

Aug 12, 2020
BUY
$124.34 - $175.42 $62,543 - $88,236
503 Added 4.44%
11,825 $1.94 Million
Q1 2020

May 12, 2020
BUY
$112.37 - $186.27 $145,631 - $241,405
1,296 Added 12.93%
11,322 $1.49 Million
Q4 2019

Feb 05, 2020
SELL
$162.13 - $178.73 $53,989 - $59,517
-333 Reduced 3.21%
10,026 $1.79 Million
Q3 2019

Nov 12, 2019
SELL
$166.82 - $169.81 $51,213 - $52,131
-307 Reduced 2.88%
10,359 $1.74 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-203 Reduced 1.87%
10,666 $1.78 Million
Q1 2019

May 13, 2019
SELL
N/A
-35 Reduced 0.32%
10,869 $1.75 Million
Q4 2018

Feb 14, 2019
BUY
N/A
236 Added 2.21%
10,904 $1.51 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-105 Reduced 0.97%
10,668 $1.75 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-546 Reduced 4.82%
10,773 $1.7 Million
Q1 2018

May 10, 2018
SELL
N/A
-150 Reduced 1.31%
11,319 $1.75 Million
Q4 2017

Feb 05, 2018
BUY
N/A
12 Added 0.1%
11,469 $1.78 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-243 Reduced 2.08%
11,457 $1.68 Million
Q2 2017

Aug 10, 2017
BUY
N/A
11,700
11,700 $1.67 Million

Others Institutions Holding VO

# of Institutions
2,351
Shares Held
196M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

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