Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 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 5,922 shares of VO stock, worth $1.43 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,922
Previous 2,087
183.76%
Holding current value
$1.43 Million
Previous $486 Million
199.72%
% of portfolio
0.13%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio