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

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

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 9,372 shares of VMBS stock, worth $435,704. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,372
Previous 6,132 52.84%
Holding current value
$435,704
Previous $289,000 46.71%
% of portfolio
0.19%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
672
Shares Held
395M
Call Options Held
0
Put Options Held
0
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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