Wfa Of San Diego, LLC Vanguard Mortg Backed Sec ETF Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
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 47,309 shares of VMBS stock, worth $2.16 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
47,309
Previous 38,552
22.71%
Holding current value
$2.16 Million
Previous $1.75 Million
27.6%
% of portfolio
1.93%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
684Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio