Modern Wealth Management, LLC's ownership history for VOO

Modern Wealth Management, LLC currently holds 68.8K shares with a market value of $42.1M. It started holding VOO on 2024-09-30. At its peak, it held 77.5K shares on 2025-03-31. Its highest holding value was $43.9M on 2025-06-30. At its lowest, it held 68.8K shares on 2025-09-30, with a value of $38.4M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 8.6K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 4.0K.