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 $412,811. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,746
Previous 6,808
28.47%
Holding current value
$412,811
Previous $308,000
31.17%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
687Shares Held
271MCall Options Held
11.6KPut Options Held
11.4K-
Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$995 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio