Evergreen Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Evergreen Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evergreen Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Evergreen Advisors, LLC holds 552,364 shares of VMBS stock, worth $25.2 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
552,364
Previous 535,296
3.19%
Holding current value
$25.2 Million
Previous $24.3 Million
7.3%
% of portfolio
7.2%
Previous 7.28%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.5 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$905 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$364 Million0.09% of portfolio