Blue Stem Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Blue Stem Wealth Partners, LLC
- $733 Billion
- Q1 2025
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 820,982 shares of VMBS stock, worth $37.6 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
820,982
Previous 615,462
33.39%
Holding current value
$37.6 Million
Previous $27.9 Billion
36.25%
% of portfolio
5.18%
Previous 3.66%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
684Shares 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