Quantum Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 272,377 shares of VMBS stock, worth $12.3 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
272,377
Previous 445,462
38.86%
Holding current value
$12.3 Million
Previous $20.7 Million
39.84%
% of portfolio
3.12%
Previous 7.44%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.08 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.91 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$831 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$320 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$280 Million0.03% of portfolio