Walkner Condon Financial Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 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 6,317 shares of VMBS stock, worth $297,846. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,317
Previous 6,317
-0.0%
Holding current value
$297,846
Previous $286,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$351 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio