Modern Wealth Management, LLC VV Holdings History
Modern Wealth Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 91,650.00 shares of Vanguard Large Cap ETF(VV), totaling $23.56 Mil. This investment constitutes 0.75% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2025Q1. And since then Modern Wealth Management, LLC has made 1 purchases of VV, at an average price of $270.87, for a total of 91,650.00 shares. Based on historical transaction data and VV's current price of $289.69, Modern Wealth Management, LLC's estimated gain on his VV holdings is $1.72 Mil, reflecting a 6.95% gain to date.
Modern Wealth Management, LLC VV ($289.69) Holding Chart
Modern Wealth Management, LLC VV ($289.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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