Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Modern Wealth Management, LLC

$1.11 Trillion
Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 72,840 shares of VOO stock, worth $37.1 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

72,840

Previous 67,325 8.19%

Holding current value

$37.1 Million

Previous $29.4 Billion 18.58%

% of portfolio

3.14%

Previous 3.94%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $2.37 Million - $2.65 Million	5,515 Added 8.19%	72,840 $34.9 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $25.4 Million - $29.5 Million	67,325 New	67,325 $29.4 Billion

Others Institutions Holding VOO

# of Institutions

2,888

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History