Diversify Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 49,822 shares of VMBS stock, worth $2.27 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
49,822
Previous 37,422
33.14%
Holding current value
$2.27 Million
Previous $1.75 Billion
30.63%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
614Shares Held
346MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$904 Million0.31% of portfolio
-
Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio