A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 28,091 shares of VMBS stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,091
Holding current value
$1.27 Million
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$45.17 - $47.23 $1.27 Million - $1.33 Million
28,091 New
28,091 $1.27 Million
Q4 2023

Jan 23, 2024

BUY
$42.3 - $46.59 $681,326 - $750,425
16,107 New
16,107 $746,000
Q4 2022

Jan 25, 2023

BUY
$43.58 - $46.9 $1.07 Million - $1.15 Million
24,455 New
24,455 $0
Q1 2021

May 18, 2021

SELL
$53.31 - $54.16 $458,359 - $465,667
-8,598 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$53.96 - $54.25 $463,948 - $466,441
8,598 New
8,598 $465,000

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


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