My Legacy Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

My Legacy Advisors, LLC

$275 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	N/A	-5,005 Closed	0 $0
Q1 2022 Apr 07, 2022	BUY	N/A	5,005 New	5,005 $251,000

Others Institutions Holding VMBS

# of Institutions

601

Shares Held

335M

Call Options Held

600

Put Options Held

28.7K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

135M
Shares

$6.15 Billion
8.46% of portfolio
Bank Of America Corp Charlotte, NC

64.6M
Shares

$2.94 Billion
0.28% of portfolio
Envestnet Asset Management Inc

18.5M
Shares

$840 Million
0.32% of portfolio
Assetmark, Inc

7.11M
Shares

$324 Million
1.06% of portfolio
Jpmorgan Chase & CO New York, NY

6.22M
Shares

$283 Million
0.03% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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