Wealthspire Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 11,252 shares of VMBS stock, worth $512,641. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,252
Previous 5,452 106.38%
Holding current value
$512,641
Previous $257,000 98.44%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$45.17 - $47.23 $261,986 - $273,934
5,800 Added 106.38%
11,252 $510,000
Q3 2024

Nov 13, 2024
BUY
$44.9 - $47.55 $244,794 - $259,242
5,452 New
5,452 $257,000

Others Institutions Holding VMBS

# of Institutions
656
Shares Held
350M
Call Options Held
900
Put Options Held
300
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email