Balboa Wealth Partners Vanguard Mortg Backed Sec ETF Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 13,849 shares of VMBS stock, worth $633,453. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,849
Previous 11,659 18.78%
Holding current value
$633,453
Previous $528,000 21.4%
% of portfolio
0.16%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$44.68 - $46.49 $97,849 - $101,813
2,190 Added 18.78%
13,849 $641,000
Q4 2024

Feb 10, 2025
BUY
$45.17 - $47.23 $43,272 - $45,246
958 Added 8.95%
11,659 $528,000
Q3 2024

Nov 06, 2024
SELL
$44.9 - $47.55 $3,816 - $4,041
-85 Reduced 0.79%
10,701 $505,000
Q2 2024

Aug 13, 2024
BUY
$44.15 - $45.75 $476,201 - $493,459
10,786 New
10,786 $489,000

Others Institutions Holding VMBS

# of Institutions
683
Shares Held
371M
Call Options Held
100
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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