Strategic Wealth Partners, Ltd. Vanguard Mortg Backed Sec ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 4,590 shares of VMBS stock, worth $215,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,590
Previous 6,406 28.35%
Holding current value
$215,546
Previous $296,000 27.36%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$45.72 - $47.27 $83,027 - $85,842
-1,816 Reduced 28.35%
4,590 $215,000
Q4 2024

Feb 14, 2025
BUY
$45.17 - $47.23 $7,904 - $8,265
175 Added 2.81%
6,406 $290,000
Q3 2024

Oct 08, 2024
SELL
$44.9 - $47.55 $13,784 - $14,597
-307 Reduced 4.7%
6,231 $294,000
Q2 2024

Oct 08, 2024
BUY
$44.15 - $45.75 $9,139 - $9,470
207 Added 3.27%
6,538 $296,000
Q1 2024

May 20, 2024
BUY
$44.98 - $46.29 $284,768 - $293,061
6,331 New
6,331 $288,000
Q4 2019

Jan 30, 2020
SELL
$53.04 - $53.35 $12,729 - $12,804
-240 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$52.96 - $53.26 $4,978 - $5,006
94 Added 64.38%
240 $5.39 Million
Q2 2019

Aug 06, 2019
BUY
N/A
146 New
146 $7,000
Q1 2019

May 14, 2019
SELL
N/A
-164 Closed
0 $0
Q4 2018

Jan 24, 2019
BUY
N/A
134 Added 446.67%
164 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-193 Reduced 86.55%
30 $2,000
Q2 2018

Sep 04, 2018
SELL
N/A
-562 Reduced 71.59%
223 $11,000
Q1 2018

Jul 13, 2018
BUY
N/A
785 New
785 $41,000

Others Institutions Holding VMBS

# of Institutions
708
Shares Held
288M
Call Options Held
0
Put Options Held
0
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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