Rockbridge Investment Management, Lcc Vanguard Mortg Backed Sec ETF Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 77,281 shares of VMBS stock, worth $3.52 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
77,281
Previous 93,129
17.02%
Holding current value
$3.52 Million
Previous $4.32 Billion
18.36%
% of portfolio
0.52%
Previous 0.66%
Shares
16 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$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio