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 $8,963. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 194
1.55%
Holding current value
$8,963
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
612Shares Held
348MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$904 Million0.31% of portfolio
-
Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio