Copperleaf Capital, LLC Vanguard Mortg Backed Sec ETF Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 8,369 shares of VMBS stock, worth $385,141. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,369Holding current value
$385,141% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$373 Million1.01% of portfolio