Appleton Partners Inc Vanguard Mortg Backed Sec ETF Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Appleton Partners Inc holds 4,501 shares of VMBS stock, worth $207,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,501
Holding current value
$207,676
% of portfolio
0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$45.17 - $47.23 $203,310 - $212,582
4,501 New
4,501 $204,000
Q2 2022

Jul 08, 2022
SELL
$46.23 - $49.83 $204,752 - $220,697
-4,429 Closed
0 $0
Q1 2022

Apr 05, 2022
BUY
$49.53 - $52.66 $22,932 - $24,381
463 Added 11.67%
4,429 $222,000
Q4 2021

Feb 03, 2022
SELL
$52.71 - $53.35 $11,965 - $12,110
-227 Reduced 5.41%
3,966 $210,000
Q3 2021

Oct 14, 2021
BUY
$53.19 - $53.64 $5,212 - $5,256
98 Added 2.39%
4,193 $223,000
Q2 2021

Jul 07, 2021
SELL
$53.21 - $53.69 $2,926 - $2,952
-55 Reduced 1.33%
4,095 $219,000
Q1 2021

Apr 19, 2021
SELL
$53.31 - $54.16 $2,932 - $2,978
-55 Reduced 1.31%
4,150 $221,000
Q4 2020

Jan 19, 2021
SELL
$53.96 - $54.25 $22,123 - $22,242
-410 Reduced 8.88%
4,205 $227,000
Q3 2020

Oct 14, 2020
SELL
$54.16 - $54.5 $18,306 - $18,421
-338 Reduced 6.82%
4,615 $250,000
Q2 2020

Aug 14, 2020
BUY
$54.11 - $54.66 $47,508 - $47,991
878 Added 21.55%
4,953 $269,000
Q1 2020

May 04, 2020
SELL
$51.4 - $54.6 $4,626 - $4,914
-90 Reduced 2.16%
4,075 $222,000
Q4 2019

Jan 13, 2020
BUY
$53.04 - $53.35 $220,911 - $222,202
4,165 New
4,165 $221,000
Q3 2019

Nov 04, 2019
SELL
$52.96 - $53.26 $218,301 - $219,537
-4,122 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
N/A
4,122 New
4,122 $218,000

Others Institutions Holding VMBS

# of Institutions
674
Shares Held
395M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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