Proactive Wealth Strategies LLC Vanguard Mortg Backed Sec ETF Transaction History

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

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 5,649 shares of VMBS stock, worth $257,368. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,649
Previous 5,454 3.58%
Holding current value
$257,368
Previous $257,000 0.39%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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