Roger Wittlin Investment Advisory, LLC Vanguard Mortg Backed Sec ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 62,046 shares of VMBS stock, worth $2.93 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
62,046
Previous 69,569
10.81%
Holding current value
$2.93 Million
Previous $3.17 Million
11.25%
% of portfolio
1.83%
Previous 2.24%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$902 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$351 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio