Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 44,740 shares of VMBS stock, worth $2.05 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

44,740

Previous 48,094 6.97%

Holding current value

$2.05 Million

Previous $2.18 Million 5.0%

% of portfolio

1.47%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$44.68 - $46.49 $149,856 - $155,927	-3,354 Reduced 6.97%	44,740 $2.07 Million
Q4 2024 Feb 11, 2025	BUY	$45.17 - $47.23 $25,746 - $26,921	570 Added 1.2%	48,094 $2.18 Million
Q3 2024 Nov 12, 2024	SELL	$44.9 - $47.55 $199,715 - $211,502	-4,448 Reduced 8.56%	47,524 $2.24 Million
Q2 2024 Aug 02, 2024	SELL	$44.15 - $45.75 $728,077 - $754,463	-16,491 Reduced 24.09%	51,972 $2.36 Million
Q1 2024 May 06, 2024	SELL	$44.98 - $46.29 $322,686 - $332,084	-7,174 Reduced 9.48%	68,463 $3.12 Million
Q4 2023 Feb 09, 2024	BUY	$42.3 - $46.59 $37,900 - $41,744	896 Added 1.2%	75,637 $3.51 Million
Q3 2023 Nov 02, 2023	BUY	$43.61 - $46.21 $937,440 - $993,330	21,496 Added 40.37%	74,741 $3.27 Million
Q2 2023 Aug 10, 2023	BUY	$45.49 - $47.04 $2.42 Million - $2.5 Million	53,245 New	53,245 $2.45 Billion

Others Institutions Holding VMBS

# of Institutions

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History