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 2,008 shares of VTWG stock, worth $454,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,008
Previous 2,004 0.2%
Holding current value
$454,129
Previous $382,000 8.9%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD RUSSELL 2000 GROWTH E


  • Ticker VTWG
  • Sector ETFs
  • Industry ETFs
More about VTWG
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.