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

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 95,976 shares of VMBS stock, worth $4.39 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

95,976

Previous 75,364 27.35%

Holding current value

$4.39 Million

Previous $3.37 Billion 31.76%

% of portfolio

0.33%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$44.68 - $46.49 $920,944 - $958,251	20,612 Added 27.35%	95,976 $4.45 Billion
Q4 2024 Jan 16, 2025	BUY	$45.17 - $47.23 $1.15 Million - $1.21 Million	25,542 Added 51.27%	75,364 $3.37 Billion
Q3 2024 Oct 25, 2024	BUY	$44.9 - $47.55 $556,760 - $589,620	12,400 Added 33.14%	49,822 $2.29 Billion
Q2 2024 Aug 08, 2024	BUY	$44.15 - $45.75 $1.65 Million - $1.71 Million	37,422 New	37,422 $1.75 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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Diversify Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History