Epg Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 278 shares of VMBS stock, worth $12,793. This represents 0.0% of its overall portfolio holdings.
Number of Shares
278
Previous 278
-0.0%
Holding current value
$12,793
Previous $13.1 Million
3.95%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio