Lockerman Financial Group, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Lockerman Financial Group, Inc.
- $55.8 Million
- Q4 2024
A detailed history of Lockerman Financial Group, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 4,806 shares of VMBS stock, worth $222,421. This represents 0.39% of its overall portfolio holdings.
Number of Shares
4,806
Previous 6,489
25.94%
Holding current value
$222,421
Previous $306,000
29.08%
% of portfolio
0.39%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
675Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio