Family Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$44.68 - $46.49 $109,644 - $114,086	-2,454 Reduced 5.97%	38,643 $1.79 Million
Q4 2024 May 14, 2025	BUY	$45.17 - $47.23 $5,149 - $5,384	114 Added 0.28%	41,097 $1.86 Million
Q3 2024 Apr 01, 2025	BUY	$44.9 - $47.55 $16,523 - $17,498	368 Added 0.91%	40,983 $1.93 Million
Q3 2024 Nov 14, 2024	BUY	$44.9 - $47.55 $9,384 - $9,937	209 Added 0.5%	41,657 $1.97 Million
Q2 2024 Apr 01, 2025	SELL	$44.15 - $45.75 $18,807 - $19,489	-426 Reduced 1.04%	40,615 $1.84 Million

Q2 2024 Aug 14, 2024	BUY	$44.15 - $45.75 $24,238 - $25,116	549 Added 1.34%	41,448 $1.88 Million
Q1 2024 Apr 01, 2025	SELL	$44.98 - $46.29 $17,002 - $17,497	-378 Reduced 0.91%	41,041 $1.87 Billion
Q1 2024 Aug 14, 2024	SELL	$44.98 - $46.29 $85,911 - $88,413	-1,910 Reduced 4.46%	40,899 $1.87 Million
Q4 2023 Apr 01, 2025	SELL	$42.3 - $46.59 $10,067 - $11,088	-238 Reduced 0.57%	41,419 $1.92 Billion
Q4 2023 Feb 14, 2024	BUY	$42.3 - $46.59 $1.81 Million - $1.99 Million	42,809 New	42,809 $1.98 Million

Others Institutions Holding VMBS

# of Institutions

712

Shares Held

287M

Call Options Held

0

Put Options Held

0

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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