Sofi Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Sofi Wealth, LLC
- $1.15 Billion
- Q1 2025
A detailed history of Sofi Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 545,827 shares of VMBS stock, worth $25.1 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
545,827
Previous 10,000
5358.27%
Holding current value
$25.1 Million
Previous $453,000
5479.91%
% of portfolio
2.2%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$961 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$382 Million1.06% of portfolio