Prosperity Planning, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 24,902 shares of VMBS stock, worth $1.16 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
24,902
Previous 25,054
0.61%
Holding current value
$1.16 Million
Previous $1.14 Million
3.34%
% of portfolio
0.38%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
617Shares Held
343MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio