Modern Wealth Management, LLC's ownership history for VTI

Modern Wealth Management, LLC currently holds 297.7K shares with a market value of $97.7M. It started holding VTI on 2024-09-30. At its peak, it held 297.7K shares on 2025-09-30. Its highest holding value was $97.7M on 2025-09-30. At its lowest, it held 55.4K shares on 2024-09-30, with a value of $15.7M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 11.8K. In the recent year, Modern Wealth Management, LLC has increased its shares by 242.3K.