Blue Stem Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
A detailed history of Blue Stem Wealth Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 615,462 shares of VMBS stock, worth $28 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
615,462Holding current value
$28 Million% of portfolio
3.66%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
648Shares Held
347MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.49 Billion1.11% of portfolio
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Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.9MShares$904 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$390 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.99MShares$364 Million0.09% of portfolio