Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Certus Wealth Management, LLC

  • $127 Million
  • Q1 2024

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 68,463 shares of VMBS stock, worth $3.12 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
68,463
Previous 75,637 9.48%
Holding current value
$3.12 Million
Previous $3.51 Million 10.95%
% of portfolio
2.46%
Previous 2.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$44.98 - $46.29 $322,686 - $332,084
-7,174 Reduced 9.48%
68,463 $3.12 Million
Q4 2023

Feb 09, 2024
BUY
$42.3 - $46.59 $37,900 - $41,744
896 Added 1.2%
75,637 $3.51 Million
Q3 2023

Nov 02, 2023
BUY
$43.61 - $46.21 $937,440 - $993,330
21,496 Added 40.37%
74,741 $3.27 Million
Q2 2023

Aug 10, 2023
BUY
$45.49 - $47.04 $2.42 Million - $2.5 Million
53,245 New
53,245 $2.45 Billion

Others Institutions Holding VMBS

# of Institutions
601
Shares Held
335M
Call Options Held
600
Put Options Held
28.7K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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