Transform Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 4,829 shares of VMBS stock, worth $217,691. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,829
Previous 4,473 7.96%
Holding current value
$217,691
Previous $203,000 11.82%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$44.9 - $47.55 $15,984 - $16,927
356 Added 7.96%
4,829 $227,000
Q2 2024

Jul 15, 2024
BUY
$44.15 - $45.75 $197,482 - $204,639
4,473 New
4,473 $203,000

Others Institutions Holding VMBS

# of Institutions
630
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
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