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 $9,010. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 194
1.55%
Holding current value
$9,010
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio