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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,927 shares of VMBS stock, worth $270,567. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,927
Previous 6,154 3.69%
Holding current value
$270,567
Previous $279 Million 0.15%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$44.9 - $47.55 $10,192 - $10,793
-227 Reduced 3.69%
5,927 $280 Million
Q2 2024

Aug 07, 2024
BUY
$44.15 - $45.75 $271,699 - $281,545
6,154 New
6,154 $279 Million

Others Institutions Holding VMBS

# of Institutions
628
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email