Accretive Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 9,010 shares of VMBS stock, worth $412,838. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,010
Previous 9,372 3.86%
Holding current value
$412,838
Previous $424,000 1.65%
% of portfolio
0.15%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$44.68 - $46.49 $16,174 - $16,829
-362 Reduced 3.86%
9,010 $417,000
Q4 2024

Jan 30, 2025
BUY
$45.17 - $47.23 $146,350 - $153,025
3,240 Added 52.84%
9,372 $424,000
Q3 2024

Nov 12, 2024
SELL
$44.9 - $47.55 $65,149 - $68,995
-1,451 Reduced 19.13%
6,132 $289,000
Q1 2024

May 06, 2024
BUY
$44.98 - $46.29 $12,684 - $13,053
282 Added 3.86%
7,583 $345,000
Q4 2023

Feb 06, 2024
BUY
$42.3 - $46.59 $308,832 - $340,153
7,301 New
7,301 $338,000

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

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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