Lutz Financial Services LLC Vanguard Mortg Backed Sec ETF Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 36,322 shares of VMBS stock, worth $1.65 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
36,322
Previous 22,817 59.19%
Holding current value
$1.65 Million
Previous $1.08 Million 52.83%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Feb 03, 2025
BUY
$45.17 - $47.23 $610,020 - $637,841
13,505 Added 59.19%
36,322 $1.65 Million
Q2 2024

Jul 29, 2024
BUY
$44.15 - $45.75 $1.01 Million - $1.04 Million
22,817 New
22,817 $1.04 Million

Others Institutions Holding VMBS

# of Institutions
657
Shares Held
353M
Call Options Held
900
Put Options Held
300
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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