Amplius Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$49.53 - $52.66 $445 - $473	-9 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$52.71 - $53.35 $474 - $480	9 New	9 $0

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.52 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.16 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$910 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$393 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$366 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.