Diversify Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 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 125,847 shares of VMBS stock, worth $5.91 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
125,847
Previous 107,728
16.82%
Holding current value
$5.91 Million
Previous $4.98 Billion
18.64%
% of portfolio
0.34%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
709Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio