Modern Wealth Management, LLC Vanguard Communication Service Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Communication Service stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,401 shares of VOX stock, worth $223,263. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,401

Previous 1,401 -0.0%

Holding current value

$223,263

Previous $208 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$147.73 - $169.24 $1,034 - $1,184	-7 Reduced 0.5%	1,401 $208 Million
Q4 2024 May 30, 2025	BUY	$144.31 - $163.57 $17,605 - $19,955	122 Added 8.71%	1,523 $236,000
Q4 2024 May 29, 2025	BUY	$144.31 - $163.57 $17,605 - $19,955	122 Added 8.71%	1,523 $236,000
Q4 2024 Feb 11, 2025	SELL	$144.31 - $163.57 $17,317 - $19,628	-120 Reduced 7.85%	1,408 $235 Million
Q3 2024 May 30, 2025	BUY	$129.82 - $145.39 $15,059 - $16,865	116 Added 8.28%	1,517 $220,000
Q3 2024 May 29, 2025	BUY	$129.82 - $145.39 $15,059 - $16,865	116 Added 8.28%	1,517 $220,000
Q3 2024 Nov 05, 2024	SELL	$129.82 - $145.39 $15,967 - $17,882	-123 Reduced 7.45%	1,528 $222 Million
Q2 2024 May 29, 2025	BUY	$125.5 - $139.68 $29,994 - $33,383	239 Added 17.06%	1,640 $226,000
Q2 2024 Aug 07, 2024	BUY	$125.5 - $139.68 $2,008 - $2,234	16 Added 0.98%	1,651 $228 Million
Q1 2024 May 28, 2025	BUY	$115.84 - $131.42 $22,936 - $26,021	198 Added 14.13%	1,599 $210 Million
Q1 2024 May 13, 2024	BUY	$115.84 - $131.42 $189,398 - $214,871	1,635 New	1,635 $216 Million

Others Institutions Holding VOX

# of Institutions

484

Shares Held

17.2M

Call Options Held

15.3K

Put Options Held

7.3K

View Full List

About VANGUARD COMMUNICATION SERVICE

Ticker VOX
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Modern Wealth Management, LLC Vanguard Communication Service Transaction History