Oxler Private Wealth LLC Vanguard Mortg Backed Sec ETF Transaction History

Oxler Private Wealth LLC

$269 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	SELL	$44.41 - $49.27 $5,462 - $6,060	-123 Reduced 75.46%	40 $0
Q2 2022 Aug 15, 2022	BUY	$46.23 - $49.83 $7,535 - $8,122	163 New	163 $0

Others Institutions Holding VMBS

# of Institutions

628

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.51 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.15 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$907 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$392 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$365 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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