Modern Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,978 shares of VB stock, worth $3.87 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,978
Previous 5,605 202.91%
Holding current value
$3.87 Million
Previous $1.39 Billion 170.61%
% of portfolio
0.12%
Previous 0.05%

Shares

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

May 15, 2025
BUY
$217.89 - $252.64 $2.48 Million - $2.87 Million
11,373 Added 202.91%
16,978 $3.76 Billion
Q4 2024

May 30, 2025
SELL
$233.76 - $261.58 $2.66 Million - $2.97 Million
-11,361 Reduced 66.92%
5,617 $1.35 Million
Q4 2024

May 29, 2025
SELL
$233.76 - $261.58 $2.66 Million - $2.97 Million
-11,361 Reduced 66.92%
5,617 $1.35 Million
Q4 2024

Feb 11, 2025
BUY
$233.76 - $261.58 $977,116 - $1.09 Million
4,180 Added 293.33%
5,605 $1.39 Billion
Q3 2024

May 30, 2025
SELL
$214.77 - $237.72 $3.34 Million - $3.7 Million
-15,553 Reduced 91.61%
1,425 $338,000
Q3 2024

May 29, 2025
SELL
$214.77 - $237.72 $3.34 Million - $3.7 Million
-15,553 Reduced 91.61%
1,425 $338,000
Q3 2024

Nov 05, 2024
BUY
$214.77 - $237.72 $79,894 - $88,431
372 Added 35.33%
1,425 $338 Million
Q2 2024

May 29, 2025
SELL
$210.76 - $226.94 $3.36 Million - $3.61 Million
-15,925 Reduced 93.8%
1,053 $229,000
Q2 2024

Aug 07, 2024
BUY
$210.76 - $226.94 $17,282 - $18,609
82 Added 8.44%
1,053 $230 Million
Q1 2024

May 13, 2024
BUY
$204.0 - $228.59 $198,084 - $221,960
971 New
971 $216 Million

Others Institutions Holding VB

# of Institutions
2,367
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

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