Swm Advisors Vanguard Mortg Backed Sec ETF Transaction History
Swm Advisors
- $106 Million
- Q3 2022
A detailed history of Swm Advisors transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Swm Advisors holds 8,470 shares of VMBS stock, worth $386,486. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,470
Previous 8,470
-0.0%
Holding current value
$386,486
Previous $405,000
5.68%
% of portfolio
0.36%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
625Shares Held
339MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.51 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$907 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$392 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$365 Million0.09% of portfolio