Modern Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,446 shares of VBR stock, worth $508,132. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,460 0.57%
Holding current value
$508,132
Previous $449 Million 9.39%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$179.99 - $201.6 $2,519 - $2,822
-14 Reduced 0.57%
2,446 $491 Million
Q2 2024

Aug 07, 2024
BUY
$177.65 - $191.11 $2,487 - $2,675
14 Added 0.57%
2,460 $449 Million
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $421,812 - $469,338
2,446 New
2,446 $460 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email