Destiny Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$43.58 - $46.9 $2,745 - $2,954	-63 Reduced 4.83%	1,241 $0
Q2 2022 Jul 15, 2022	SELL	$46.23 - $49.83 $34,071 - $36,724	-737 Reduced 36.11%	1,304 $62,000
Q1 2022 Apr 21, 2022	SELL	$49.53 - $52.66 $6.19 Million - $6.58 Million	-124,878 Reduced 98.39%	2,041 $102,000
Q4 2021 Jan 20, 2022	SELL	$52.71 - $53.35 $254,114 - $257,200	-4,821 Reduced 3.66%	126,919 $6.71 Million
Q3 2021 Oct 28, 2021	SELL	$53.19 - $53.64 $1.26 Million - $1.27 Million	-23,687 Reduced 15.24%	131,740 $7.02 Million
Q2 2021 Jul 27, 2021	SELL	$53.21 - $53.69 $468,514 - $472,740	-8,805 Reduced 5.36%	155,427 $8.3 Million
Q1 2021 Apr 22, 2021	SELL	$53.31 - $54.16 $97,610 - $99,166	-1,831 Reduced 1.1%	164,232 $8.77 Million
Q4 2020 Feb 05, 2021	BUY	$53.96 - $54.25 $8.96 Million - $9.01 Million	166,063 New	166,063 $8.98 Million

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.52 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.16 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$910 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$393 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$366 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

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