Modern Wealth Management, LLC Vanguard Industrial ETF Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,377 shares of VIS stock, worth $370,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,377

Previous 1,377 -0.0%

Holding current value

$370,950

Previous $341 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$243.63 - $273.99 $50,431 - $56,715	207 Added 17.69%	1,377 $341 Million
Q4 2024 May 30, 2025	SELL	$254.39 - $279.7 $60,799 - $66,848	-239 Reduced 17.36%	1,138 $289,000
Q4 2024 May 29, 2025	SELL	$254.39 - $279.7 $60,799 - $66,848	-239 Reduced 17.36%	1,138 $289,000
Q4 2024 Feb 11, 2025	BUY	$254.39 - $279.7 $2,289 - $2,517	9 Added 0.78%	1,170 $313 Million
Q3 2024 May 30, 2025	SELL	$232.12 - $260.07 $56,637 - $63,457	-244 Reduced 17.72%	1,133 $294,000
Q3 2024 May 29, 2025	SELL	$232.12 - $260.07 $56,637 - $63,457	-244 Reduced 17.72%	1,133 $294,000
Q3 2024 Nov 05, 2024	SELL	$232.12 - $260.07 $17,873 - $20,025	-77 Reduced 6.22%	1,161 $302 Million
Q2 2024 May 29, 2025	SELL	$232.2 - $244.04 $38,777 - $40,754	-167 Reduced 12.13%	1,210 $284,000
Q2 2024 Aug 07, 2024	BUY	$232.2 - $244.04 $3,947 - $4,148	17 Added 1.39%	1,238 $291 Million
Q1 2024 May 28, 2025	SELL	$212.18 - $244.15 $39,041 - $44,923	-184 Reduced 13.36%	1,193 $291 Million
Q1 2024 May 13, 2024	BUY	$212.18 - $244.15 $259,071 - $298,107	1,221 New	1,221 $297 Million

Others Institutions Holding VIS

# of Institutions

540

Shares Held

11.8M

Call Options Held

6.6K

Put Options Held

18.6K

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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Modern Wealth Management, LLC Vanguard Industrial ETF Transaction History