Valtinson Bruner Financial Planning LLC Vanguard Mortg Backed Sec ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 77,731 shares of VMBS stock, worth $3.56 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
77,731
Previous 54,136
43.58%
Holding current value
$3.56 Million
Previous $2.46 Million
49.33%
% of portfolio
1.59%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.53 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$911 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$393 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$366 Million0.09% of portfolio