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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 03, 2025	SELL	$45.17 - $47.23 $421,345 - $440,561	-9,328 Reduced 7.44%	116,092 $5.26 Million
Q3 2024 Dec 09, 2024	SELL	$44.9 - $47.55 $567,221 - $600,699	-12,633 Reduced 9.15%	125,420 $5.82 Billion
Q2 2024 Aug 12, 2024	BUY	$44.15 - $45.75 $116,158 - $120,368	2,631 Added 1.94%	138,053 $6.27 Billion
Q1 2024 Apr 29, 2024	BUY	$44.98 - $46.29 $517,000 - $532,057	11,494 Added 9.27%	135,422 $6.18 Billion
Q4 2023 Feb 28, 2024	BUY	$42.3 - $46.59 $5.24 Million - $5.77 Million	123,928 New	123,928 $5.75 Billion

Others Institutions Holding VMBS

# of Institutions

674

Shares Held

394M

Call Options Held

Put Options Held

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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Forthright Family Wealth Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History