Wells Financial Advisors Inc Vanguard Mortg Backed Sec ETF Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

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 2,952 shares of VMBS stock, worth $133,902. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,952
Previous 22,132 86.66%
Holding current value
$133,902
Previous $1 Million 86.16%
% of portfolio
0.19%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
629
Shares Held
342M
Call Options Held
900
Put Options Held
80.3K
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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