Oliver Lagore Vanvalin Investment Group Vanguard Mortg Backed Sec ETF Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 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 2,099 shares of VMBS stock, worth $96,008. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,099

Previous 2,605 19.42%

Holding current value

$96,008

Previous $122,000 22.13%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	SELL	$45.17 - $47.23 $22,856 - $23,898	-506 Reduced 19.42%	2,099 $95,000
Q3 2024 Nov 04, 2024	SELL	$44.9 - $47.55 $41,308 - $43,746	-920 Reduced 26.1%	2,605 $122,000
Q2 2024 Aug 15, 2024	BUY	$44.15 - $45.75 $1,501 - $1,555	34 Added 0.97%	3,525 $160,000
Q1 2024 May 15, 2024	SELL	$44.98 - $46.29 $100,350 - $103,272	-2,231 Reduced 38.99%	3,491 $159,000
Q4 2023 Jan 31, 2024	SELL	$42.3 - $46.59 $354,727 - $390,703	-8,386 Reduced 59.44%	5,722 $265,000
Q3 2023 Nov 09, 2023	SELL	$43.61 - $46.21 $1.02 Million - $1.08 Million	-23,374 Reduced 62.36%	14,108 $617,000
Q2 2023 Aug 08, 2023	BUY	$45.49 - $47.04 $1.71 Million - $1.76 Million	37,482 New	37,482 $1.72 Million

Others Institutions Holding VMBS

# of Institutions

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Account

Oliver Lagore Vanvalin Investment Group Vanguard Mortg Backed Sec ETF Transaction History