True Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,252 shares of VMBS stock, worth $239,176. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,252
Previous 5,529 5.01%
Holding current value
$239,176
Previous $256,000 6.64%
% of portfolio
0.1%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$44.98 - $46.29 $12,459 - $12,822
-277 Reduced 5.01%
5,252 $239,000
Q4 2023

Feb 08, 2024
SELL
$42.3 - $46.59 $27,917 - $30,749
-660 Reduced 10.66%
5,529 $256,000
Q3 2023

Nov 07, 2023
SELL
$43.61 - $46.21 $3,139 - $3,327
-72 Reduced 1.15%
6,189 $270,000
Q2 2023

Jul 31, 2023
SELL
$45.49 - $47.04 $12,464 - $12,888
-274 Reduced 4.19%
6,261 $287,000
Q1 2023

Apr 19, 2023
SELL
$45.14 - $47.41 $53,265 - $55,943
-1,180 Reduced 15.29%
6,535 $304,000
Q4 2022

Jan 23, 2023
SELL
$44.03 - $46.9 $67,453 - $71,850
-1,532 Reduced 16.57%
7,715 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-350 Reduced 3.65%
9,247 $417,000
Q2 2022

Jul 27, 2022
SELL
N/A
-1,389 Reduced 12.64%
9,597 $459,000
Q1 2022

May 05, 2022
BUY
N/A
724 Added 7.06%
10,986 $581,000
Q1 2022

May 04, 2022
SELL
N/A
-724 Reduced 6.59%
10,262 $492,000
Q4 2021

Feb 02, 2022
BUY
N/A
2,294 Added 26.39%
10,986 $581,000
Q3 2021

Oct 25, 2021
SELL
N/A
-1,664 Reduced 16.07%
8,692 $463,000
Q2 2021

Jul 23, 2021
BUY
N/A
286 Added 2.84%
10,356 $553,000
Q1 2021

Apr 22, 2021
BUY
N/A
10,070 New
10,070 $0

Others Institutions Holding VMBS

# of Institutions
601
Shares Held
335M
Call Options Held
600
Put Options Held
28.7K
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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