Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History

Bennett Associates Wealth Management

  • $121 Billion
  • Q1 2025

A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 31,545 shares of VMBS stock, worth $1.45 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
31,545
Previous 30,007 5.13%
Holding current value
$1.45 Million
Previous $1.36 Billion 7.37%
% of portfolio
1.2%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$44.68 - $46.49 $68,717 - $71,501
1,538 Added 5.13%
31,545 $1.46 Billion
Q4 2024

Jan 14, 2025
BUY
$45.17 - $47.23 $29,496 - $30,841
653 Added 2.22%
30,007 $1.36 Billion
Q3 2024

Nov 07, 2024
BUY
$44.9 - $47.55 $1.32 Million - $1.4 Million
29,354 New
29,354 $1.39 Billion

Others Institutions Holding VMBS

# of Institutions
673
Shares Held
392M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Bennett Associates Wealth Management Portfolio

Follow Bennett Associates Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email