Wfa Of San Diego, LLC Vanguard Mortg Backed Sec ETF Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 57,706 shares of VMBS stock, worth $2.72 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
57,706
Previous 47,309 21.98%
Holding current value
$2.72 Million
Previous $2.23 Million 19.75%
% of portfolio
2.02%
Previous 1.93%

Shares

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

Aug 14, 2025
BUY
$45.2 - $46.6 $469,944 - $484,500
10,397 Added 21.98%
57,706 $2.67 Million
Q3 2024

Nov 13, 2024
BUY
$44.9 - $47.55 $393,189 - $416,395
8,757 Added 22.71%
47,309 $2.23 Million
Q2 2024

Aug 14, 2024
BUY
$44.15 - $45.75 $1.29 Million - $1.34 Million
29,238 Added 313.91%
38,552 $1.75 Million
Q3 2023

Nov 02, 2023
BUY
$43.61 - $46.21 $346,655 - $367,323
7,949 Added 582.34%
9,314 $407,000
Q2 2023

Aug 10, 2023
BUY
$45.49 - $47.04 $62,093 - $64,209
1,365 New
1,365 $62,000

Others Institutions Holding VMBS

# of Institutions
691
Shares Held
274M
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
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email