Retirement Wealth Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Retirement Wealth Solutions LLC
- $152 Billion
- Q3 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 53,631 shares of VMBS stock, worth $2.52 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
53,631
Previous 53,152
0.9%
Holding current value
$2.52 Million
Previous $2.46 Billion
2.25%
% of portfolio
1.66%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
712Shares 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