Bennett Associates Wealth Management Vanguard Mortg Backed Sec ETF Transaction History

Bennett Associates Wealth Management

  • $138 Billion
  • Q3 2025

A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 33,401 shares of VMBS stock, worth $1.57 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
33,401
Previous 29,833 11.96%
Holding current value
$1.57 Million
Previous $1.38 Billion 13.46%
% of portfolio
1.14%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$45.72 - $47.27 $163,128 - $168,659
3,568 Added 11.96%
33,401 $1.57 Billion
Q2 2025

Jul 22, 2025
SELL
$45.2 - $46.6 $77,382 - $79,779
-1,712 Reduced 5.43%
29,833 $1.38 Billion
Q1 2025

Apr 09, 2025
BUY
$44.68 - $46.49 $68,717 - $71,501
1,538 Added 5.13%
31,545 $1.46 Billion
Q4 2024

Jan 14, 2025
BUY
$45.17 - $47.23 $29,496 - $30,841
653 Added 2.22%
30,007 $1.36 Billion
Q3 2024

Nov 07, 2024
BUY
$44.9 - $47.55 $1.32 Million - $1.4 Million
29,354 New
29,354 $1.39 Billion

Others Institutions Holding VMBS

# of Institutions
712
Shares Held
287M
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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