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 $8.61 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
189,780
Previous 191,857 1.08%
Holding current value
$8.61 Million
Previous $8.93 Million 2.27%
% of portfolio
0.42%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

SELL
$45.49 - $47.04 $94,482 - $97,702
-2,077 Reduced 1.08%
189,780 $8.73 Million
Q1 2023

Apr 28, 2023

SELL
$45.14 - $47.41 $21,622 - $22,709
-479 Reduced 0.25%
191,857 $8.93 Million
Q4 2022

Jan 25, 2023

BUY
$43.58 - $46.9 $7.68 Million - $8.27 Million
176,269 Added 1097.09%
192,336 $8.76 Million
Q2 2022

Aug 04, 2022

BUY
$46.23 - $49.83 $742,777 - $800,618
16,067 New
16,067 $768,000

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.