Legacy Wealth Managment, Llc/Id Vanguard Mortg Backed Sec ETF Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 692 shares of VMBS stock, worth $32,503. This represents 0.03% of its overall portfolio holdings.
Number of Shares
692
Previous 535
29.35%
Holding current value
$32,503
Previous $24,000
33.33%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
691Shares Held
271MCall Options Held
11.6KPut Options Held
11.4K-
Bank Of America Corp Charlotte, NC53.2MShares$2.5 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.29 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$990 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$405 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$337 Million0.07% of portfolio