Yoffe Investment Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Yoffe Investment Management, LLC
- $68.1 Billion
- Q1 2025
A detailed history of Yoffe Investment Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 5,051 shares of VMBS stock, worth $233,760. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,051
Previous 5,051
-0.0%
Holding current value
$233,760
Previous $229 Million
2.14%
% of portfolio
0.34%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
671Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio