Modera Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Modera Wealth Management, LLC holds 10,644 shares of VSGX stock, worth $627,676. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,644

Previous 12,587 15.44%

Holding current value

$627,676

Previous $774,000 22.09%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$56.61 - $61.63 $109,993 - $119,747	-1,943 Reduced 15.44%	10,644 $603,000
Q3 2024 Oct 24, 2024	BUY	$55.06 - $62.25 $29,842 - $33,739	542 Added 4.5%	12,587 $774,000
Q2 2024 Jul 29, 2024	BUY	$54.72 - $58.75 $22,271 - $23,911	407 Added 3.5%	12,045 $689,000
Q1 2024 May 14, 2024	BUY	$53.19 - $57.84 $4,893 - $5,321	92 Added 0.8%	11,638 $668,000
Q4 2023 Feb 14, 2024	BUY	$48.05 - $55.28 $33,490 - $38,530	697 Added 6.42%	11,546 $638,000
Q3 2023 Nov 30, 2023	BUY	$50.23 - $55.2 $544,945 - $598,864	10,849 New	10,849 $547,000
Q2 2023 Aug 07, 2023	BUY	$51.68 - $54.7 $574,164 - $607,717	11,110 New	11,110 $590,000

Others Institutions Holding VSGX

# of Institutions

357

Shares Held

45.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Modera Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History