Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

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 18,888 shares of VO stock, worth $5.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

18,888

Previous 18,662 1.21%

Holding current value

$5.1 Million

Previous $4.83 Billion 99.9%

% of portfolio

0.16%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$251.87 - $277.95 $56,922 - $62,816	226 Added 1.21%	18,888 $4.88 Million
Q1 2025 May 15, 2025	BUY	$251.87 - $277.95 $592,146 - $653,460	2,351 Added 14.41%	18,662 $4.83 Billion
Q4 2024 May 30, 2025	SELL	$261.5 - $284.63 $682,515 - $742,884	-2,610 Reduced 13.99%	16,052 $4.24 Million
Q4 2024 May 29, 2025	SELL	$261.5 - $284.63 $682,515 - $742,884	-2,610 Reduced 13.99%	16,052 $4.24 Million
Q4 2024 Feb 11, 2025	BUY	$261.5 - $284.63 $134,411 - $146,299	514 Added 3.25%	16,311 $4.53 Billion
Q3 2024 May 30, 2025	SELL	$237.84 - $263.83 $498,750 - $553,251	-2,097 Reduced 11.24%	16,565 $4.37 Million
Q3 2024 May 29, 2025	SELL	$237.84 - $263.83 $498,750 - $553,251	-2,097 Reduced 11.24%	16,565 $4.37 Million
Q3 2024 Nov 05, 2024	BUY	$237.84 - $263.83 $2.25 Million - $2.5 Million	9,457 Added 149.16%	15,797 $4.17 Billion
Q2 2024 May 29, 2025	SELL	$234.99 - $248.98 $2.75 Million - $2.92 Million	-11,712 Reduced 62.76%	6,950 $1.68 Million
Q2 2024 Aug 07, 2024	BUY	$234.99 - $248.98 $98,225 - $104,073	418 Added 7.06%	6,340 $1.53 Billion
Q1 2024 May 28, 2025	SELL	$225.86 - $249.86 $3.35 Million - $3.7 Million	-14,821 Reduced 79.42%	3,841 $960 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $866,173 - $958,213	3,835 Added 183.76%	5,922 $1.46 Billion
Q4 2023 May 28, 2025	SELL	$195.66 - $233.95 $3.24 Million - $3.87 Million	-16,539 Reduced 88.62%	2,123 $494 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $408,342 - $488,253	2,087 New	2,087 $486 Million

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Modern Wealth Management, LLC Vanguard Mid Cap ETF Transaction History