Modera Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,746 shares of VMBS stock, worth $628,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,746
Previous 19,509 29.54%
Holding current value
$628,742
Previous $884,000 28.05%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$44.68 - $46.49 $257,490 - $267,921
-5,763 Reduced 29.54%
13,746 $636,000
Q4 2024

Feb 05, 2025
BUY
$45.17 - $47.23 $881,221 - $921,410
19,509 New
19,509 $884,000
Q1 2024

May 14, 2024
BUY
$44.98 - $46.29 $212,260 - $218,442
4,719 New
4,719 $215,000

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

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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