Modera Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,288 shares of VOT stock, worth $802,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,288
Previous 3,528 6.8%
Holding current value
$802,633
Previous $858,000 2.8%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$241.48 - $274.89 $57,955 - $65,973
-240 Reduced 6.8%
3,288 $834,000
Q3 2024

Oct 24, 2024
BUY
$218.05 - $243.47 $36,414 - $40,659
167 Added 4.97%
3,528 $858,000
Q2 2024

Jul 29, 2024
SELL
$218.75 - $234.97 $88,593 - $95,162
-405 Reduced 10.75%
3,361 $771,000
Q1 2024

May 14, 2024
SELL
$212.21 - $235.79 $1,061 - $1,178
-5 Reduced 0.13%
3,766 $887,000
Q3 2023

Nov 30, 2023
SELL
$191.65 - $213.93 $1.2 Million - $1.33 Million
-6,236 Reduced 62.32%
3,771 $734,000
Q3 2023

Nov 01, 2023
BUY
$191.65 - $213.93 $1.26 Million - $1.4 Million
6,549 Added 189.39%
10,007 $1.95 Million
Q2 2023

Aug 07, 2023
BUY
$186.22 - $205.77 $327,188 - $361,537
1,757 Added 103.29%
3,458 $711,000
Q1 2023

May 05, 2023
BUY
$177.43 - $203.61 $532 - $610
3 Added 0.18%
1,701 $331,000
Q4 2022

Feb 07, 2023
BUY
$165.84 - $193.83 $40,133 - $46,906
242 Added 16.62%
1,698 $305,000
Q3 2022

Nov 01, 2022
BUY
$170.12 - $208.72 $170 - $208
1 Added 0.07%
1,456 $248,000
Q2 2022

Jul 27, 2022
BUY
$167.96 - $227.2 $33,592 - $45,440
200 Added 15.94%
1,455 $255,000
Q1 2022

May 03, 2022
BUY
$199.76 - $251.37 $7,391 - $9,300
37 Added 3.04%
1,255 $280,000
Q4 2021

Feb 04, 2022
BUY
$234.3 - $265.79 $285,377 - $323,732
1,218 New
1,218 $310,000

Others Institutions Holding VOT

# of Institutions
1,061
Shares Held
42.3M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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