Baystate Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 197 shares of VMBS stock, worth $8,983. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 194
1.55%
Holding current value
$8,983
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
644Shares Held
347MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.5 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$906 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$365 Million0.09% of portfolio