Modern Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 55,392 shares of VTI stock, worth $16.6 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
55,392
Previous 51,783 6.97%
Holding current value
$16.6 Million
Previous $13.9 Billion 13.23%
% of portfolio
0.95%
Previous 1.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$255.18 - $283.2 $920,944 - $1.02 Million
3,609 Added 6.97%
55,392 $15.7 Billion
Q2 2024

Aug 07, 2024
BUY
$245.23 - $269.4 $386,237 - $424,304
1,575 Added 3.14%
51,783 $13.9 Billion
Q1 2024

May 13, 2024
BUY
$232.77 - $260.14 $4.28 Million - $4.78 Million
18,375 Added 57.72%
50,208 $13 Billion
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $6.47 Million - $7.58 Million
31,833 New
31,833 $7.55 Billion

Others Institutions Holding VTI

# of Institutions
3,043
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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