Walkner Condon Financial Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 6,240 shares of VMBS stock, worth $287,164. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,240
Previous 6,894
9.49%
Holding current value
$287,164
Previous $325,000
13.23%
% of portfolio
0.06%
Previous 0.07%
Shares
14 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