Forthright Family Wealth Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 125,420 shares of VMBS stock, worth $5.71 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
125,420
Previous 138,053 9.15%
Holding current value
$5.71 Million
Previous $6.27 Billion 7.09%
% of portfolio
3.74%
Previous 4.04%

Shares

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

Dec 09, 2024
SELL
$44.9 - $47.55 $567,221 - $600,699
-12,633 Reduced 9.15%
125,420 $5.82 Billion
Q2 2024

Aug 12, 2024
BUY
$44.15 - $45.75 $116,158 - $120,368
2,631 Added 1.94%
138,053 $6.27 Billion
Q1 2024

Apr 29, 2024
BUY
$44.98 - $46.29 $517,000 - $532,057
11,494 Added 9.27%
135,422 $6.18 Billion
Q4 2023

Feb 28, 2024
BUY
$42.3 - $46.59 $5.24 Million - $5.77 Million
123,928 New
123,928 $5.75 Billion

Others Institutions Holding VMBS

# of Institutions
629
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email