Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,797 shares of VO stock, worth $4.23 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,797
Previous 6,340
149.16%
Holding current value
$4.23 Million
Previous $1.53 Billion
171.52%
% of portfolio
0.25%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio