A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 104,020 shares of VMBS stock, worth $4.71 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
104,020
Previous 120,214 13.47%
Holding current value
$4.71 Million
Previous $5.46 Billion 10.02%
% of portfolio
0.99%
Previous 1.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$44.9 - $47.55 $727,110 - $770,024
-16,194 Reduced 13.47%
104,020 $4.91 Billion
Q2 2024

Aug 07, 2024

BUY
$44.15 - $45.75 $483,133 - $500,642
10,943 Added 10.01%
120,214 $5.46 Billion
Q1 2024

May 08, 2024

BUY
$44.98 - $46.29 $4.92 Million - $5.06 Million
109,271 New
109,271 $4.98 Billion

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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