Financial Life Advisors Vanguard Mortg Backed Sec ETF Transaction History
Financial Life Advisors
- $238 Million
- Q1 2024
A detailed history of Financial Life Advisors transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Financial Life Advisors holds 5,621 shares of VMBS stock, worth $255,980. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,621
Previous 5,846
3.85%
Holding current value
$255,980
Previous $271,000
5.54%
% of portfolio
0.11%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio