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

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 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 135,422 shares of VMBS stock, worth $6.15 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
135,422
Previous 123,928 9.27%
Holding current value
$6.15 Million
Previous $5.75 Billion 7.51%
% of portfolio
4.14%
Previous 4.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
601
Shares Held
335M
Call Options Held
600
Put Options Held
28.7K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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