Blue Stem Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 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 546,681 shares of VMBS stock, worth $25.8 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
546,681
Previous 820,982 33.41%
Holding current value
$25.8 Million
Previous $38 Billion 33.37%
% of portfolio
3.11%
Previous 5.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$45.2 - $46.6 $12.4 Million - $12.8 Million
-274,301 Reduced 33.41%
546,681 $25.3 Billion
Q1 2025

May 07, 2025
BUY
$44.68 - $46.49 $9.18 Million - $9.55 Million
205,520 Added 33.39%
820,982 $38 Billion
Q4 2024

Feb 05, 2025
BUY
$45.17 - $47.23 $27.8 Million - $29.1 Million
615,462 New
615,462 $27.9 Billion

Others Institutions Holding VMBS

# of Institutions
687
Shares Held
271M
Call Options Held
11.6K
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Stem Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email