Marion Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Marion Wealth Management
- $340 Million
- Q2 2024
A detailed history of Marion Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Marion Wealth Management holds 105,829 shares of VMBS stock, worth $4.93 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
105,829
Previous 102,569
3.18%
Holding current value
$4.93 Million
Previous $4.68 Million
2.69%
% of portfolio
1.41%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio