Ivc Wealth Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History

Ivc Wealth Advisors LLC

  • $177 Million
  • Q4 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 31,196 shares of VMBS stock, worth $1.44 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
31,196
Previous 30,065 3.76%
Holding current value
$1.44 Million
Previous $1.42 Million 0.35%
% of portfolio
0.8%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$45.17 - $47.23 $51,087 - $53,417
1,131 Added 3.76%
31,196 $1.41 Million
Q3 2024

Oct 24, 2024
SELL
$44.9 - $47.55 $373,837 - $395,901
-8,326 Reduced 21.69%
30,065 $1.42 Million
Q2 2024

Jul 16, 2024
BUY
$44.15 - $45.75 $7,417 - $7,686
168 Added 0.44%
38,391 $1.74 Million
Q1 2024

Apr 19, 2024
SELL
$44.98 - $46.29 $700,383 - $720,781
-15,571 Reduced 28.95%
38,223 $1.74 Million
Q4 2023

Jan 10, 2024
BUY
$42.3 - $46.59 $93,144 - $102,591
2,202 Added 4.27%
53,794 $2.49 Million
Q3 2023

Oct 05, 2023
BUY
$43.61 - $46.21 $280,019 - $296,714
6,421 Added 14.21%
51,592 $2.26 Million
Q2 2023

Jul 13, 2023
BUY
$45.49 - $47.04 $177,138 - $183,173
3,894 Added 9.43%
45,171 $2.08 Million
Q1 2023

Apr 13, 2023
BUY
$45.14 - $47.41 $667,304 - $700,862
14,783 Added 55.8%
41,277 $1.92 Million
Q4 2022

Jan 17, 2023
BUY
$43.58 - $46.9 $1,961 - $2,110
45 Added 0.17%
26,494 $0
Q3 2022

Oct 12, 2022
BUY
$44.41 - $49.27 $115,510 - $128,151
2,601 Added 10.91%
26,449 $1.19 Million
Q2 2022

Jul 11, 2022
BUY
$46.23 - $49.83 $773,427 - $833,655
16,730 Added 235.04%
23,848 $1.14 Million
Q1 2022

Apr 27, 2022
BUY
$49.53 - $52.66 $352,554 - $374,833
7,118 New
7,118 $357,000

Others Institutions Holding VMBS

# of Institutions
675
Shares Held
394M
Call Options Held
0
Put Options Held
0
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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