Surience Private Wealth LLC Vanguard Mortg Backed Sec ETF Transaction History

Surience Private Wealth LLC

  • $104 Million
  • Q3 2025

A detailed history of Surience Private Wealth LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Surience Private Wealth LLC holds 13,490 shares of VMBS stock, worth $633,355. This represents 0.61% of its overall portfolio holdings.

Number of Shares
13,490
Previous 66,759 79.79%
Holding current value
$633,355
Previous $3.09 Million 79.53%
% of portfolio
0.61%
Previous 3.02%

Shares

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

Oct 09, 2025
SELL
$45.72 - $47.27 $2.44 Million - $2.52 Million
-53,269 Reduced 79.79%
13,490 $633,000
Q2 2025

Jul 15, 2025
BUY
$45.2 - $46.6 $3.02 Million - $3.11 Million
66,759 New
66,759 $3.09 Million

Others Institutions Holding VMBS

# of Institutions
689
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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