Values First Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Values First Advisors, Inc.
- $169 Million
- Q1 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 $3,187. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$3,187
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio