Modern Wealth Management, LLC Vanguard Value ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,977 shares of VTV stock, worth $681,260. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,977
Previous 3,970 0.18%
Holding current value
$681,260
Previous $637 Million 9.03%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 05, 2024
BUY
$159.75 - $174.57 $1,118 - $1,221
7 Added 0.18%
3,977 $694 Million
Q2 2024

Aug 07, 2024
BUY
$154.57 - $163.65 $215,779 - $228,455
1,396 Added 54.23%
3,970 $637 Million
Q1 2024

May 13, 2024
BUY
$147.46 - $162.86 $379,562 - $419,201
2,574 New
2,574 $415 Million

Others Institutions Holding VTV

# of Institutions
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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