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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 2,615 shares of VBR stock, worth $485,291. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,615
Previous 2,446 6.91%
Holding current value
$485,291
Previous $491 Million 8.23%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $33,353 - $36,723
169 Added 6.91%
2,615 $532 Million
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
1,712
Shares Held
95.9M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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