A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 48,620 shares of VMBS stock, worth $2.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
48,620
Previous 49,923 2.61%
Holding current value
$2.23 Million
Previous $2.27 Million 1.28%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$44.9 - $47.55 $58,504 - $61,957
-1,303 Reduced 2.61%
48,620 $2.3 Million
Q2 2024

Aug 09, 2024

BUY
$44.15 - $45.75 $42,737 - $44,286
968 Added 1.98%
49,923 $2.27 Million
Q1 2024

May 08, 2024

SELL
$44.98 - $46.29 $130,397 - $134,194
-2,899 Reduced 5.59%
48,955 $2.23 Million
Q4 2023

Feb 07, 2024

SELL
$42.3 - $46.59 $347,917 - $383,202
-8,225 Reduced 13.69%
51,854 $2.4 Million
Q3 2023

Nov 07, 2023

BUY
$43.61 - $46.21 $384,945 - $407,895
8,827 Added 17.22%
60,079 $2.63 Million
Q2 2023

Aug 11, 2023

SELL
$45.49 - $47.04 $37,893 - $39,184
-833 Reduced 1.6%
51,252 $2.36 Million
Q1 2023

Apr 28, 2023

BUY
$45.14 - $47.41 $188,640 - $198,126
4,179 Added 8.72%
52,085 $2.42 Million
Q4 2022

Feb 13, 2023

BUY
$43.58 - $46.9 $691,571 - $744,256
15,869 Added 49.53%
47,906 $2.18 Million
Q3 2022

Nov 01, 2022

SELL
$44.41 - $49.27 $578,617 - $641,938
-13,029 Reduced 28.91%
32,037 $1.45 Million
Q2 2022

Aug 02, 2022

BUY
$46.23 - $49.83 $380,565 - $410,200
8,232 Added 22.35%
45,066 $2.16 Million
Q1 2022

Apr 27, 2022

BUY
$49.53 - $52.66 $690,497 - $734,133
13,941 Added 60.9%
36,834 $1.84 Million
Q4 2021

Jan 24, 2022

BUY
$52.71 - $53.35 $19,713 - $19,952
374 Added 1.66%
22,893 $1.21 Million
Q3 2021

Oct 21, 2021

BUY
$53.19 - $53.64 $368,713 - $371,832
6,932 Added 44.47%
22,519 $1.2 Million
Q2 2021

Jul 29, 2021

BUY
$53.21 - $53.69 $141,006 - $142,278
2,650 Added 20.48%
15,587 $832,000
Q1 2021

May 13, 2021

BUY
$53.31 - $54.16 $214,359 - $217,777
4,021 Added 45.1%
12,937 $690,000
Q4 2020

Jan 22, 2021

SELL
$53.96 - $54.25 $403,512 - $405,681
-7,478 Reduced 45.61%
8,916 $485,000
Q3 2020

Oct 14, 2020

BUY
$54.16 - $54.5 $887,899 - $893,473
16,394 New
16,394 $893,000
Q1 2019

May 13, 2019

SELL
N/A
-5,246 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
N/A
5,246 New
5,246 $269,000

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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