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

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

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 6,638 shares of VOE stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,638

Previous 5,579 18.98%

Holding current value

$1.11 Million

Previous $895,000 21.9%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$141.87 - $164.49 $150,240 - $174,194	1,059 Added 18.98%	6,638 $1.09 Million
Q1 2025 May 15, 2025	SELL	$156.61 - $168.02 $5,011 - $5,376	-32 Reduced 0.57%	5,579 $896 Million
Q4 2024 May 30, 2025	SELL	$160.89 - $176.18 $46,818 - $51,268	-291 Reduced 5.22%	5,288 $855,000
Q4 2024 May 29, 2025	SELL	$160.89 - $176.18 $46,818 - $51,268	-291 Reduced 5.22%	5,288 $855,000
Q4 2024 Feb 11, 2025	BUY	$160.89 - $176.18 $75,618 - $82,804	470 Added 9.14%	5,611 $927 Million
Q3 2024 May 30, 2025	SELL	$149.02 - $167.67 $86,133 - $96,913	-578 Reduced 10.36%	5,001 $838,000
Q3 2024 May 29, 2025	SELL	$149.02 - $167.67 $86,133 - $96,913	-578 Reduced 10.36%	5,001 $838,000
Q3 2024 Nov 05, 2024	BUY	$149.02 - $167.67 $15,945 - $17,940	107 Added 2.13%	5,141 $862 Million
Q2 2024 May 29, 2025	SELL	$146.82 - $155.77 $100,424 - $106,546	-684 Reduced 12.26%	4,895 $736,000
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 28, 2025	SELL	$141.07 - $155.91 $80,833 - $89,336	-573 Reduced 10.27%	5,006 $780 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

1,238

Shares Held

70.4M

Call Options Held

39.3K

Put Options Held

6.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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