Avidian Wealth Solutions, LLC Vanguard Mortg Backed Sec ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 12,115 shares of VMBS stock, worth $571,828. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,115
Previous 9,147 32.45%
Holding current value
$571,828
Previous $423,000 32.62%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$45.2 - $46.6 $134,153 - $138,308
2,968 Added 32.45%
12,115 $561,000
Q1 2025

Apr 25, 2025
SELL
$44.68 - $46.49 $3,440 - $3,579
-77 Reduced 0.83%
9,147 $423,000
Q4 2024

Jan 29, 2025
SELL
$45.17 - $47.23 $73,130 - $76,465
-1,619 Reduced 14.93%
9,224 $418,000
Q3 2024

Oct 30, 2024
BUY
$44.9 - $47.55 $8,486 - $8,986
189 Added 1.77%
10,843 $511,000
Q2 2024

Aug 06, 2024
BUY
$44.15 - $45.75 $88,829 - $92,049
2,012 Added 23.28%
10,654 $483,000
Q1 2024

May 03, 2024
SELL
$44.98 - $46.29 $1.83 Million - $1.88 Million
-40,677 Reduced 82.48%
8,642 $394,000
Q4 2023

Feb 06, 2024
BUY
$42.3 - $46.59 $2.09 Million - $2.3 Million
49,319 New
49,319 $2.29 Million
Q4 2022

Feb 06, 2023
BUY
$43.58 - $46.9 $1.95 Million - $2.1 Million
44,755 New
44,755 $2.04 Million
Q2 2022

Jul 29, 2022
SELL
$46.23 - $49.83 $141,926 - $152,978
-3,070 Reduced 11.79%
22,971 $1.1 Million
Q1 2022

May 10, 2022
SELL
$49.53 - $52.66 $345,075 - $366,882
-6,967 Reduced 21.11%
26,041 $1.31 Million
Q4 2021

Feb 14, 2022
BUY
$52.71 - $53.35 $1.74 Million - $1.76 Million
33,008 New
33,008 $1.74 Million

Others Institutions Holding VMBS

# of Institutions
688
Shares Held
273M
Call Options Held
11.6K
Put Options Held
11.4K
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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