Simplicity Wealth,Llc Vanguard Mortg Backed Sec ETF Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 121,121 shares of VMBS stock, worth $5.51 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
121,121
Previous 6,739
1697.31%
Holding current value
$5.51 Million
Previous $305,000
1737.7%
% of portfolio
0.47%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
392MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.25 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.33 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.12 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$904 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$370 Million1.01% of portfolio