Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Certus Wealth Management, LLC
- $155 Million
- Q3 2025
A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 52,333 shares of VMBS stock, worth $2.46 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
52,333
Previous 47,029
11.28%
Holding current value
$2.46 Million
Previous $2.18 Million
12.76%
% of portfolio
1.58%
Previous 1.47%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
709Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio