Family Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 41,657 shares of VMBS stock, worth $1.93 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
41,657
Previous 41,448
0.5%
Holding current value
$1.93 Million
Previous $1.88 Million
4.52%
% of portfolio
2.12%
Previous 2.04%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$920 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio