Modern Wealth Management, LLC's ownership history for VNQ

Modern Wealth Management, LLC currently holds 84.9K shares with a market value of $7.5M. It started holding VNQ on 2024-09-30. At its peak, it held 84.9K shares on 2025-12-31. Its highest holding value was $7.5M on 2025-12-31. At its lowest, it held 4.8K shares on 2024-09-30, with a value of $468.3K on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 2.5K. In the recent year, Modern Wealth Management, LLC has increased its shares by 79.8K.