Alteri Wealth LLC Vanguard Mortg Backed Sec ETF Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 10,988 shares of VMBS stock, worth $502,481. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,988

Holding current value

$502,481

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$45.17 - $47.23 $496,327 - $518,963	10,988 New	10,988 $498 Million

Others Institutions Holding VMBS

# of Institutions

666

Shares Held

394M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.27 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.35 Billion
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.13 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$908 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$371 Million
1.01% of portfolio

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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