Oliver Lagore Vanvalin Investment Group Vanguard Mortg Backed Sec ETF Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 2,605 shares of VMBS stock, worth $120,559. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,605
Previous 3,525
26.1%
Holding current value
$120,559
Previous $160,000
23.75%
% of portfolio
0.03%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
675Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio