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 $9,298. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
              Previous 194
              
        
           1.55%
        
      
          
        Holding current value
$9,298
            Previous $8,000
            
        
           12.5%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  5 transactions
	
  Others Institutions Holding VMBS
# of Institutions
691Shares Held
274MCall Options Held
11.6KPut Options Held
11.4K- 
    
      Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
- 
    
      Envestnet Asset Management Inc21.1MShares$995 Million0.3% of portfolio
- 
    
      Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio