Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,067 shares of VNQ stock, worth $471,788. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,067
Previous 4,969 1.97%
Holding current value
$471,788
Previous $412 Million 3.04%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $7,703 - $8,425
98 Added 1.97%
5,067 $424 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $120,649 - $130,204
1,461 Added 41.65%
4,969 $412 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $249,243 - $314,106
3,508 New
3,508 $310 Million

Others Institutions Holding VNQ

# of Institutions
1,766
Shares Held
243M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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