Beverly Hills Private Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History

Beverly Hills Private Wealth, LLC

$533 Billion
Q2 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 94,392 shares of VMBS stock, worth $4.46 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

94,392

Previous 94,647 0.27%

Holding current value

$4.46 Million

Previous $4.38 Billion 0.21%

% of portfolio

0.82%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$45.2 - $46.6 $11,526 - $11,883	-255 Reduced 0.27%	94,392 $4.37 Billion
Q1 2025 Apr 29, 2025	SELL	$44.68 - $46.49 $265,131 - $275,871	-5,934 Reduced 5.9%	94,647 $4.38 Billion
Q4 2024 Feb 13, 2025	SELL	$45.17 - $47.23 $155,339 - $162,423	-3,439 Reduced 3.31%	100,581 $4.56 Billion
Q3 2024 Nov 12, 2024	SELL	$44.9 - $47.55 $727,110 - $770,024	-16,194 Reduced 13.47%	104,020 $4.91 Billion
Q2 2024 Aug 07, 2024	BUY	$44.15 - $45.75 $483,133 - $500,642	10,943 Added 10.01%	120,214 $5.46 Billion
Q1 2024 May 08, 2024	BUY	$44.98 - $46.29 $4.92 Million - $5.06 Million	109,271 New	109,271 $4.98 Billion

Others Institutions Holding VMBS

# of Institutions

687

Shares Held

272M

Call Options Held

11.6K

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
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Beverly Hills Private Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History