Wr Wealth Planners, LLC Vanguard Mortg Backed Sec ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 17, 2024	SELL	$46.23 - $49.83 $5,917 - $6,378	-128 Closed	0 $0
Q1 2022 Oct 17, 2024	BUY	$49.53 - $52.66 $6,339 - $6,740	128 New	128 $6.41 Million

Others Institutions Holding VMBS

# of Institutions

629

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.47 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.13 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$902 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$389 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$363 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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