Cornerstone Planning Group LLC Vanguard Mortg Backed Sec ETF Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 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 5,460 shares of VMBS stock, worth $245,754. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,460
Previous 7,471
26.92%
Holding current value
$245,754
Previous $346 Million
29.46%
% of portfolio
0.08%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.08 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.91 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$831 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$320 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$280 Million0.03% of portfolio