Ma Private Wealth Vanguard Mortg Backed Sec ETF Transaction History
Ma Private Wealth
- $533 Million
- Q4 2024
A detailed history of Ma Private Wealth transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ma Private Wealth holds 590,341 shares of VMBS stock, worth $27.2 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
590,341
Previous 573,634
2.91%
Holding current value
$27.2 Million
Previous $27.1 Million
1.16%
% of portfolio
5.02%
Previous 5.08%
Shares
25 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio