Marion Wealth Management Vanguard Mortg Backed Sec ETF Transaction History

Marion Wealth Management

$371 Million
Q1 2025

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 123,367 shares of VMBS stock, worth $5.64 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

123,367

Previous 114,918 7.35%

Holding current value

$5.64 Million

Previous $5.21 Million 9.58%

% of portfolio

1.54%

Previous 1.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$44.68 - $46.49 $377,501 - $392,794	8,449 Added 7.35%	123,367 $5.71 Million
Q4 2024 Jan 13, 2025	BUY	$45.17 - $47.23 $184,654 - $193,076	4,088 Added 3.69%	114,918 $5.21 Million
Q3 2024 Oct 07, 2024	BUY	$44.9 - $47.55 $224,544 - $237,797	5,001 Added 4.73%	110,830 $5.23 Million
Q2 2024 Jul 09, 2024	BUY	$44.15 - $45.75 $143,929 - $149,145	3,260 Added 3.18%	105,829 $4.8 Million
Q1 2024 Apr 08, 2024	BUY	$44.98 - $46.29 $80,784 - $83,136	1,796 Added 1.78%	102,569 $4.68 Million
Q4 2023 Jan 10, 2024	BUY	$42.3 - $46.59 $4.26 Million - $4.7 Million	100,773 New	100,773 $4.67 Million

Others Institutions Holding VMBS

# of Institutions

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Account

Marion Wealth Management Vanguard Mortg Backed Sec ETF Transaction History