Evergreen Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Evergreen Advisors, LLC
- $366 Million
- Q4 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 634,610 shares of VMBS stock, worth $29.2 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
634,610
Previous 552,364
14.89%
Holding current value
$29.2 Million
Previous $26.1 Million
10.34%
% of portfolio
7.87%
Previous 7.2%
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