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 $3,221. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$3,221
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio