Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Certus Wealth Management, LLC

$130 Million
Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 51,972 shares of VMBS stock, worth $2.37 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

51,972

Previous 68,463 24.09%

Holding current value

$2.37 Million

Previous $3.12 Million 24.44%

% of portfolio

1.82%

Previous 2.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$44.15 - $45.75 $728,077 - $754,463	-16,491 Reduced 24.09%	51,972 $2.36 Million
Q1 2024 May 06, 2024	SELL	$44.98 - $46.29 $322,686 - $332,084	-7,174 Reduced 9.48%	68,463 $3.12 Million
Q4 2023 Feb 09, 2024	BUY	$42.3 - $46.59 $37,900 - $41,744	896 Added 1.2%	75,637 $3.51 Million
Q3 2023 Nov 02, 2023	BUY	$43.61 - $46.21 $937,440 - $993,330	21,496 Added 40.37%	74,741 $3.27 Million
Q2 2023 Aug 10, 2023	BUY	$45.49 - $47.04 $2.42 Million - $2.5 Million	53,245 New	53,245 $2.45 Billion

Others Institutions Holding VMBS

# of Institutions

613

Shares Held

346M

Call Options Held

300

Put Options Held

98.8K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

Certus Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History