Modera Wealth Management, LLC Vanguard Russell 2000 Growth E Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,015 shares of VTWG stock, worth $430,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,015

Previous 2,012 0.15%

Holding current value

$430,827

Previous $422,000 11.14%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$185.73 - $221.19 $557 - $663	3 Added 0.15%	2,015 $375,000
Q4 2024 Feb 05, 2025	BUY	$202.91 - $229.76 $811 - $919	4 Added 0.2%	2,012 $422,000
Q3 2024 Oct 24, 2024	BUY	$186.75 - $211.16 $747 - $844	4 Added 0.2%	2,008 $416,000
Q1 2024 May 14, 2024	BUY	$174.39 - $197.1 $523 - $591	3 Added 0.15%	2,004 $394,000
Q4 2023 Feb 14, 2024	BUY	$148.6 - $187.42 $743 - $937	5 Added 0.25%	2,001 $367,000
Q3 2023 Nov 30, 2023	SELL	$160.88 - $184.97 $93.7 Million - $108 Million	-582,497 Reduced 99.66%	1,996 $325,000
Q3 2023 Nov 01, 2023	BUY	$160.88 - $184.97 $93.7 Million - $108 Million	582,502 Added 29256.76%	584,493 $95.3 Million
Q4 2022 Feb 07, 2023	BUY	$149.67 - $168.24 $297,992 - $334,965	1,991 New	1,991 $310,000

Others Institutions Holding VTWG

# of Institutions

175

Shares Held

2.37M

Call Options Held

500

Put Options Held

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About VANGUARD RUSSELL 2000 GROWTH E

Ticker VTWG
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Modera Wealth Management, LLC Vanguard Russell 2000 Growth E Transaction History