A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 72,722 shares of VMBS stock, worth $3.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
72,722
Previous 76,621 5.09%
Holding current value
$3.31 Million
Previous $3.48 Million 1.29%
% of portfolio
0.04%
Previous 0.04%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$44.9 - $47.55 $175,065 - $185,397
-3,899 Reduced 5.09%
72,722 $3.43 Million
Q2 2024

Jul 15, 2024

SELL
$44.15 - $45.75 $20.2 Million - $21 Million
-458,446 Reduced 85.68%
76,621 $3.48 Million
Q1 2024

Apr 30, 2024

BUY
$44.98 - $46.29 $2.29 Million - $2.36 Million
50,905 Added 10.51%
535,067 $24.4 Million
Q4 2023

Jan 25, 2024

BUY
$42.3 - $46.59 $1.98 Million - $2.18 Million
46,727 Added 10.68%
484,162 $22.4 Million
Q3 2023

Nov 08, 2023

BUY
$43.61 - $46.21 $1.75 Million - $1.85 Million
40,111 Added 10.1%
437,435 $19.2 Million
Q2 2023

Aug 08, 2023

BUY
$45.49 - $47.04 $2.14 Million - $2.21 Million
46,998 Added 13.42%
397,324 $18.3 Million
Q1 2023

Apr 24, 2023

BUY
$45.14 - $47.41 $1.52 Million - $1.6 Million
33,724 Added 10.65%
350,326 $16.3 Million
Q4 2022

Feb 10, 2023

SELL
$43.58 - $46.9 $75,654 - $81,418
-1,736 Reduced 0.55%
316,602 $14.4 Million
Q4 2022

Jan 17, 2023

BUY
$43.58 - $46.9 $594,169 - $639,434
13,634 Added 4.47%
318,338 $0
Q3 2022

Oct 26, 2022

SELL
$44.41 - $49.27 $241,190 - $267,585
-5,431 Reduced 1.75%
304,704 $13.7 Million
Q2 2022

Jul 22, 2022

BUY
$46.23 - $49.83 $334,381 - $360,420
7,233 Added 2.39%
310,135 $14.8 Million
Q1 2022

May 13, 2022

BUY
$49.53 - $52.66 $1.94 Million - $2.07 Million
39,265 Added 14.89%
302,902 $15.2 Million
Q4 2021

Feb 11, 2022

BUY
$52.71 - $53.35 $11.7 Million - $11.8 Million
221,099 Added 519.77%
263,637 $13.9 Million
Q3 2021

Oct 26, 2021

SELL
$53.19 - $53.64 $9.33 Million - $9.41 Million
-175,346 Reduced 80.48%
42,538 $2.27 Million
Q2 2021

Jul 27, 2021

BUY
$53.21 - $53.69 $566,473 - $571,583
10,646 Added 5.14%
217,884 $11.6 Million
Q1 2021

May 14, 2021

BUY
$53.31 - $54.16 $2.15 Million - $2.19 Million
40,388 Added 24.21%
207,238 $11.1 Million
Q4 2020

Feb 12, 2021

BUY
$53.96 - $54.25 $2.5 Million - $2.51 Million
46,324 Added 38.43%
166,850 $9.02 Million
Q3 2020

Oct 23, 2020

BUY
$54.16 - $54.5 $3.68 Million - $3.71 Million
68,015 Added 129.53%
120,526 $6.54 Million
Q2 2020

Aug 25, 2020

BUY
$54.11 - $54.66 $2.84 Million - $2.87 Million
52,511 New
52,511 $2.86 Million
Q2 2020

Aug 11, 2020

SELL
$54.11 - $54.66 $1.99 Million - $2.01 Million
-36,729 Closed
0 $2.86 Million
Q1 2020

May 11, 2020

BUY
$51.4 - $54.6 $43,638 - $46,355
849 Added 2.37%
36,729 $2 Million
Q4 2019

Feb 13, 2020

BUY
$53.04 - $53.35 $111,702 - $112,355
2,106 Added 6.24%
35,880 $1.91 Million
Q3 2019

Oct 22, 2019

BUY
$52.96 - $53.26 $249,971 - $251,387
4,720 Added 16.25%
33,774 $1.8 Million
Q2 2019

Jul 31, 2019

BUY
N/A
683 Added 2.41%
29,054 $1.54 Million
Q1 2019

May 13, 2019

SELL
N/A
-20,346 Reduced 41.76%
28,371 $1.49 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-2,462 Reduced 4.81%
48,717 $2.51 Million
Q3 2018

Nov 14, 2018

BUY
N/A
3,737 Added 7.88%
51,179 $2.61 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-17,748 Reduced 27.23%
47,442 $2.44 Million
Q1 2018

May 14, 2018

BUY
N/A
2,463 Added 3.93%
65,190 $3.36 Million
Q4 2017

Feb 13, 2018

BUY
N/A
12,165 Added 24.06%
62,727 $3.29 Million
Q3 2017

Nov 13, 2017

BUY
N/A
5,190 Added 11.44%
50,562 $2.67 Million
Q2 2017

Aug 09, 2017

BUY
N/A
45,372
45,372 $2.39 Million

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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