Plante Moran Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 33 shares of VMBS stock, worth $1,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Holding current value
$1,503
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$45.17 - $47.23 $1,490 - $1,558
33 New
33 $1,000
Q2 2024

Aug 12, 2024
SELL
$44.15 - $45.75 $24,856 - $25,757
-563 Closed
0 $0
Q1 2024

May 09, 2024
SELL
$44.98 - $46.29 $11,020 - $11,341
-245 Reduced 30.32%
563 $25,000
Q4 2023

Feb 05, 2024
BUY
$42.3 - $46.59 $34,178 - $37,644
808 New
808 $37,000
Q4 2022

Feb 09, 2023
SELL
$43.58 - $46.9 $392 - $422
-9 Reduced 4.86%
176 $8,000
Q3 2022

Nov 02, 2022
BUY
$44.41 - $49.27 $8,215 - $9,114
185 New
185 $8,000
Q2 2022

Aug 02, 2022
BUY
$46.23 - $49.83 $0 - $0
0 New
0 $0
Q4 2020

Feb 09, 2021
SELL
$53.96 - $54.25 $4,370 - $4,394
-81 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$54.16 - $54.5 $920 - $926
17 Added 26.56%
81 $4,000
Q2 2020

Aug 10, 2020
BUY
$54.11 - $54.66 $3,463 - $3,498
64 New
64 $3,000
Q4 2019

Feb 14, 2020
SELL
$53.04 - $53.35 $424 - $426
-8 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$52.96 - $53.26 $105 - $106
2 Added 33.33%
8 $0
Q2 2019

Aug 13, 2019
BUY
N/A
6 New
6 $0

Others Institutions Holding VMBS

# of Institutions
656
Shares Held
350M
Call Options Held
900
Put Options Held
300
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 Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email