Peninsula Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$44.15 - $45.75 $295,275 - $305,976
-6,688 Reduced 56.91%
5,063 $229,000
Q1 2024

May 30, 2024
BUY
$44.98 - $46.29 $528,559 - $543,953
11,751 New
11,751 $535,000
Q4 2023

Feb 14, 2024
SELL
$42.3 - $46.59 $889,526 - $979,741
-21,029 Reduced 61.14%
13,367 $619,000
Q3 2023

Nov 13, 2023
BUY
$43.61 - $46.21 $149,277 - $158,176
3,423 Added 11.05%
34,396 $1.51 Million
Q2 2023

Aug 14, 2023
SELL
$45.49 - $47.04 $30,114 - $31,140
-662 Reduced 2.09%
30,973 $1.42 Million
Q1 2023

May 11, 2023
BUY
$45.14 - $47.41 $153,160 - $160,862
3,393 Added 12.01%
31,635 $1.47 Million
Q4 2022

Feb 10, 2023
SELL
$43.58 - $46.9 $96,486 - $103,836
-2,214 Reduced 7.27%
28,242 $1.29 Million
Q3 2022

Nov 14, 2022
SELL
$44.41 - $49.27 $16,165 - $17,934
-364 Reduced 1.18%
30,456 $1.37 Million
Q2 2022

Aug 08, 2022
BUY
$46.23 - $49.83 $86,773 - $93,530
1,877 Added 6.49%
30,820 $1.47 Million
Q1 2022

May 06, 2022
BUY
$49.53 - $52.66 $45,022 - $47,867
909 Added 3.24%
28,943 $1.45 Million
Q4 2021

Feb 04, 2022
BUY
$52.71 - $53.35 $334,128 - $338,185
6,339 Added 29.22%
28,034 $1.48 Million
Q3 2021

Nov 09, 2021
BUY
$53.19 - $53.64 $84,944 - $85,663
1,597 Added 7.95%
21,695 $1.16 Million
Q2 2021

Aug 13, 2021
SELL
$53.21 - $53.69 $56,828 - $57,340
-1,068 Reduced 5.05%
20,098 $1.07 Million
Q1 2021

May 10, 2021
BUY
$53.31 - $54.16 $62,212 - $63,204
1,167 Added 5.84%
21,166 $1.13 Million
Q4 2020

Feb 10, 2021
BUY
$53.96 - $54.25 $179,255 - $180,218
3,322 Added 19.92%
19,999 $1.08 Million
Q3 2020

Nov 12, 2020
BUY
$54.16 - $54.5 $91,476 - $92,050
1,689 Added 11.27%
16,677 $905,000
Q2 2020

Aug 11, 2020
BUY
$54.11 - $54.66 $54,867 - $55,425
1,014 Added 7.26%
14,988 $815,000
Q1 2020

May 12, 2020
BUY
$51.4 - $54.6 $163,349 - $173,518
3,178 Added 29.44%
13,974 $762,000
Q4 2019

Feb 10, 2020
BUY
$53.04 - $53.35 $6,205 - $6,241
117 Added 1.1%
10,796 $574,000
Q3 2019

Nov 08, 2019
BUY
$52.96 - $53.26 $60,374 - $60,716
1,140 Added 11.95%
10,679 $568,000
Q2 2019

Aug 02, 2019
SELL
N/A
-654 Reduced 6.42%
9,539 $507,000
Q1 2019

May 08, 2019
SELL
N/A
-282 Reduced 2.69%
10,193 $534,000
Q4 2018

Feb 11, 2019
BUY
N/A
1,882 Added 21.9%
10,475 $539,000
Q3 2018

Nov 21, 2018
BUY
N/A
33 Added 0.39%
8,593 $438,000
Q2 2018

Aug 07, 2018
BUY
N/A
37 Added 0.43%
8,560 $439,000
Q1 2018

May 15, 2018
BUY
N/A
8,523 New
8,523 $439,000

Others Institutions Holding VMBS

# of Institutions
629
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email