Northwest Financial Advisors Vanguard Mortg Backed Sec ETF Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 38 shares of VMBS stock, worth $1,791. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38
Previous 21
80.95%
Holding current value
$1,791
Previous $958,000
80.06%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$351 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio