Cornerstone Planning Group LLC Vanguard Mortg Backed Sec ETF Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,265 shares of VMBS stock, worth $104,688. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,265
Previous 2,776
18.41%
Holding current value
$104,688
Previous $128 Million
19.07%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio