Soa Wealth Advisors, Llc. Vanguard Mortg Backed Sec ETF Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 465 shares of VMBS stock, worth $21,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465
Previous 465 -0.0%
Holding current value
$21,920
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024
SELL
$44.9 - $47.55 $1,571 - $1,664
-35 Reduced 7.0%
465 $21,000
Q2 2024

Jul 17, 2024
BUY
$44.15 - $45.75 $750 - $777
17 Added 3.52%
500 $22,000
Q1 2022

Apr 07, 2022
BUY
$49.53 - $52.66 $891 - $947
18 Added 3.87%
483 $24,000
Q3 2021

Oct 12, 2021
BUY
$53.19 - $53.64 $24,733 - $24,942
465 New
465 $24,000

Others Institutions Holding VMBS

# of Institutions
691
Shares Held
271M
Call Options Held
11.6K
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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