Aj Wealth Strategies, LLC Vanguard Mortg Backed Sec ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 189,780 shares of VMBS stock, worth $8.91 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
189,780
Previous 191,857
1.08%
Holding current value
$8.91 Million
Previous $8.93 Million
2.27%
% of portfolio
0.42%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
708Shares 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