Modern Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 97,606 shares of VONE stock, worth $24.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
97,606
Previous 94,090 3.74%
Holding current value
$24.3 Million
Previous $24.5 Billion 10.15%
% of portfolio
0.94%
Previous 1.49%

Shares

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

Feb 11, 2025
BUY
$257.18 - $277.76 $904,244 - $976,604
3,516 Added 3.74%
97,606 $27 Billion
Q3 2024

Nov 05, 2024
BUY
$234.0 - $260.07 $116,766 - $129,774
499 Added 0.53%
94,090 $24.5 Billion
Q2 2024

Aug 07, 2024
BUY
$225.44 - $247.94 $21.1 Million - $23.2 Million
93,591 New
93,591 $23 Billion

Others Institutions Holding VONE

# of Institutions
343
Shares Held
10.6M
Call Options Held
700
Put Options Held
400
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email