Proactive Wealth Strategies LLC Vanguard Mortg Backed Sec ETF Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,806 shares of VMBS stock, worth $274,043. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,806
Previous 5,743 1.1%
Holding current value
$274,043
Previous $266,000 1.13%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$45.2 - $46.6 $2,847 - $2,935
63 Added 1.1%
5,806 $269,000
Q1 2025

Apr 23, 2025
BUY
$44.68 - $46.49 $4,199 - $4,370
94 Added 1.66%
5,743 $266,000
Q4 2024

Jan 31, 2025
BUY
$45.17 - $47.23 $8,808 - $9,209
195 Added 3.58%
5,649 $256,000
Q3 2024

Nov 04, 2024
BUY
$44.9 - $47.55 $244,884 - $259,337
5,454 New
5,454 $257,000

Others Institutions Holding VMBS

# of Institutions
688
Shares Held
273M
Call Options Held
11.6K
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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