A detailed history of Essential Planning, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 28,191 shares of VMBS stock, worth $1.29 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
28,191
Previous 28,288 0.34%
Holding current value
$1.29 Million
Previous $1.28 Million 3.58%
% of portfolio
0.55%
Previous 0.57%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$44.9 - $47.55 $4,355 - $4,612
-97 Reduced 0.34%
28,191 $1.33 Million
Q2 2024

Aug 14, 2024

BUY
$44.15 - $45.75 $96,953 - $100,467
2,196 Added 8.42%
28,288 $1.28 Million
Q4 2023

Feb 13, 2024

BUY
$42.3 - $46.59 $287,343 - $316,485
6,793 Added 35.2%
26,092 $1.21 Million
Q3 2023

Nov 08, 2023

BUY
$43.61 - $46.21 $3,750 - $3,974
86 Added 0.45%
19,299 $844,000
Q2 2023

Aug 10, 2023

BUY
$45.49 - $47.04 $88,159 - $91,163
1,938 Added 11.22%
19,213 $883,000
Q1 2023

May 09, 2023

BUY
$45.14 - $47.41 $534,909 - $561,808
11,850 Added 218.43%
17,275 $804,000
Q4 2022

Feb 14, 2023

BUY
$43.58 - $46.9 $236,421 - $254,432
5,425 New
5,425 $246,000

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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