Transform Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

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 8,746 shares of VMBS stock, worth $404,764. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,746
Previous 6,808 28.47%
Holding current value
$404,764
Previous $308,000 31.17%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$44.68 - $46.49 $86,589 - $90,097
1,938 Added 28.47%
8,746 $404,000
Q4 2024

Jan 16, 2025
BUY
$45.17 - $47.23 $89,391 - $93,468
1,979 Added 40.98%
6,808 $308,000
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
671
Shares Held
391M
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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