Executive Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Executive Wealth Management, LLC
- $494 Million
- Q2 2024
A detailed history of Executive Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,067,722 shares of VMBS stock, worth $50.3 Million. This represents 9.81% of its overall portfolio holdings.
Number of Shares
1,067,722
Previous 1,067,722
-0.0%
Holding current value
$50.3 Million
Previous $48.5 Million
-0.0%
% of portfolio
9.81%
Previous 9.81%
Shares
24 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$350 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio