Lifeworks Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,233 shares of VMBS stock, worth $378,964. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,233
Previous 10,766 23.53%
Holding current value
$378,964
Previous $488,000 21.93%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$44.68 - $46.49 $113,174 - $117,759
-2,533 Reduced 23.53%
8,233 $381,000
Q4 2024

Feb 07, 2025
BUY
$45.17 - $47.23 $7,724 - $8,076
171 Added 1.61%
10,766 $488,000
Q3 2024

Nov 06, 2024
BUY
$44.9 - $47.55 $475,715 - $503,792
10,595 New
10,595 $500,000

Others Institutions Holding VMBS

# of Institutions
686
Shares Held
377M
Call Options Held
100
Put Options Held
11.4K
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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