Values First Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Values First Advisors, Inc.

$177 Million
Q4 2024

A detailed history of Values First Advisors, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Values First Advisors, Inc. holds 70 shares of VMBS stock, worth $3,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 70 -0.0%

Holding current value

$3,239

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$43.58 - $46.9 $3,747 - $4,033	-86 Reduced 55.13%	70 $0
Q1 2022 May 03, 2022	SELL	$49.53 - $52.66 $3,615 - $3,844	-73 Reduced 31.88%	156 $8,000
Q4 2021 Mar 10, 2022	BUY	$52.71 - $53.35 $12,070 - $12,217	229 New	229 $12,000
Q3 2021 Nov 15, 2022	BUY	$53.19 - $53.64 $5,531 - $5,578	104 Added 66.67%	260 $14,000
Q1 2021 Nov 15, 2022	BUY	$53.31 - $54.16 $5,544 - $5,632	104 Added 66.67%	260 $14,000
Q4 2020 Nov 15, 2022	SELL	$53.96 - $54.25 $1,402 - $1,410	-26 Reduced 9.09%	260 $14,000
Q2 2020 Nov 15, 2022	SELL	$54.11 - $54.66 $2,434 - $2,459	-45 Reduced 13.6%	286 $15,000
Q1 2020 Jan 09, 2023	BUY	$51.4 - $54.6 $7,144 - $7,589	139 Added 89.1%	295 $16.1 Million
Q4 2019 Nov 15, 2022	BUY	$53.04 - $53.35 $9,282 - $9,336	175 Added 112.18%	331 $17,000

Others Institutions Holding VMBS

# of Institutions

670

Shares Held

390M

Call Options Held

Put Options Held

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Values First Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Values First Advisors, Inc. with notifications on news.

Account

Values First Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History