Resource Planning Group Vanguard Mortg Backed Sec ETF Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Resource Planning Group holds 16,064 shares of VMBS stock, worth $734,767. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,064
Previous 18,197
11.72%
Holding current value
$734,767
Previous $796,000
6.53%
% of portfolio
0.47%
Previous 0.67%
Shares
18 transactions
Others Institutions Holding VMBS
# of Institutions
668Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.27 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.35 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.13 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio