Diversify Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 75,364 shares of VMBS stock, worth $3.46 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
75,364
Previous 49,822
51.27%
Holding current value
$3.46 Million
Previous $2.29 Billion
47.35%
% of portfolio
0.26%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.3 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.36 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$912 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio