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%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio