Family Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 41,657 shares of VMBS stock, worth $1.9 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
41,657
Previous 41,448 0.5%
Holding current value
$1.9 Million
Previous $1.88 Million 4.52%
% of portfolio
2.12%
Previous 2.04%

Shares

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

Nov 14, 2024
BUY
$44.9 - $47.55 $9,384 - $9,937
209 Added 0.5%
41,657 $1.97 Million
Q2 2024

Aug 14, 2024
BUY
$44.15 - $45.75 $24,238 - $25,116
549 Added 1.34%
41,448 $1.88 Million
Q1 2024

Aug 14, 2024
SELL
$44.98 - $46.29 $85,911 - $88,413
-1,910 Reduced 4.46%
40,899 $1.87 Million
Q4 2023

Feb 14, 2024
BUY
$42.3 - $46.59 $1.81 Million - $1.99 Million
42,809 New
42,809 $1.98 Million

Others Institutions Holding VMBS

# of Institutions
666
Shares Held
393M
Call Options Held
900
Put Options Held
300
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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