Apriem Advisors Vanguard Mortg Backed Sec ETF Transaction History

Apriem Advisors

$849 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-196 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	196 New	196 $10,000

Others Institutions Holding VMBS

# of Institutions

629

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.5 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.14 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$905 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$391 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$364 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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