Summit Wealth & Retirement Planning, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
BUY
$46.23 - $49.83 $390,181 - $420,565
8,440 Added 17.85%
55,726 $2.66 Million
Q1 2022

May 12, 2022
BUY
$49.53 - $52.66 $2.34 Million - $2.49 Million
47,286 New
47,286 $2.37 Million

Others Institutions Holding VMBS

# of Institutions
629
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email