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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 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 17,225 shares of VMBS stock, worth $809,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,225
Previous 13,746 25.31%
Holding current value
$809,058
Previous $636,000 25.47%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$45.2 - $46.6 $157,250 - $162,121
3,479 Added 25.31%
17,225 $798,000
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
691
Shares Held
271M
Call Options Held
11.6K
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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