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 $8.61 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
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.47 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.13 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$902 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$389 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$363 Million0.09% of portfolio