Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

A detailed history of Life Plan Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 43,366 shares of VMBS stock, worth $1.97 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
43,366
Previous 38,691 12.08%
Holding current value
$1.97 Million
Previous $1.76 Billion 16.55%
% of portfolio
1.76%
Previous 1.62%

Shares

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

Oct 03, 2024
BUY
$44.9 - $47.55 $209,907 - $222,296
4,675 Added 12.08%
43,366 $2.05 Billion
Q2 2024

Jul 30, 2024
BUY
$44.15 - $45.75 $315,760 - $327,204
7,152 Added 22.68%
38,691 $1.76 Billion
Q1 2024

Apr 30, 2024
BUY
$44.98 - $46.29 $276,851 - $284,914
6,155 Added 24.25%
31,539 $1.44 Billion
Q4 2023

Jan 30, 2024
BUY
$42.3 - $46.59 $1.07 Million - $1.18 Million
25,384 New
25,384 $1.18 Billion

Others Institutions Holding VMBS

# of Institutions
614
Shares Held
346M
Call Options Held
300
Put Options Held
98.8K
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 Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email