Modern Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,945 shares of VOE stock, worth $737,002. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,945Holding current value
$737,002% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio