Balboa Wealth Partners Vanguard Mortg Backed Sec ETF Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

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 11,659 shares of VMBS stock, worth $532,816. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,659
Previous 10,701 8.95%
Holding current value
$532,816
Previous $505,000 4.55%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
667
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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