Wells Financial Advisors Inc Vanguard Mortg Backed Sec ETF Transaction History

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,680 shares of VMBS stock, worth $126,335. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,680
Previous 3,130 14.38%
Holding current value
$126,335
Previous $144,000 13.89%
% of portfolio
0.17%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$45.2 - $46.6 $20,340 - $20,970
-450 Reduced 14.38%
2,680 $124,000
Q4 2024

Feb 11, 2025
BUY
$45.17 - $47.23 $8,040 - $8,406
178 Added 6.03%
3,130 $141,000
Q3 2024

Nov 13, 2024
SELL
$44.9 - $47.55 $861,182 - $912,009
-19,180 Reduced 86.66%
2,952 $139,000
Q2 2024

Aug 09, 2024
BUY
$44.15 - $45.75 $888,827 - $921,039
20,132 Added 1006.6%
22,132 $1 Million
Q1 2024

May 13, 2024
BUY
$44.98 - $46.29 $89,960 - $92,580
2,000 New
2,000 $91,000

Others Institutions Holding VMBS

# of Institutions
691
Shares Held
271M
Call Options Held
11.6K
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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