Modern Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 5,611 shares of VOE stock, worth $936,700. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,611
Previous 5,141 9.14%
Holding current value
$936,700
Previous $862 Million 7.5%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$160.89 - $176.18 $75,618 - $82,804
470 Added 9.14%
5,611 $927 Million
Q3 2024

Nov 05, 2024
BUY
$149.02 - $167.67 $15,945 - $17,940
107 Added 2.13%
5,141 $862 Million
Q2 2024

Aug 07, 2024
BUY
$146.82 - $155.77 $13,066 - $13,863
89 Added 1.8%
5,034 $757 Million
Q1 2024

May 13, 2024
BUY
$141.07 - $155.91 $697,591 - $770,974
4,945 New
4,945 $763 Million

Others Institutions Holding VOE

# of Institutions
1,187
Shares Held
71.8M
Call Options Held
25.6K
Put Options Held
1.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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