Provence Wealth Management Group Vanguard Mortg Backed Sec ETF Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Provence Wealth Management Group holds 15,979 shares of VMBS stock, worth $735,353. This represents 0.4% of its overall portfolio holdings.
Number of Shares
15,979
Previous 14,742
8.39%
Holding current value
$735,353
Previous $645,000
14.73%
% of portfolio
0.4%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio