Forthright Family Wealth Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 116,092 shares of VMBS stock, worth $5.37 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
116,092
Previous 125,420
7.44%
Holding current value
$5.37 Million
Previous $5.82 Billion
99.91%
% of portfolio
3.83%
Previous 3.74%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio