Planwiser Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 68,003 shares of VMBS stock, worth $3.19 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
68,003
Previous 66,933 1.6%
Holding current value
$3.19 Million
Previous $3.08 Billion 3.85%
% of portfolio
2.54%
Previous 2.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$45.72 - $47.27 $48,920 - $50,578
1,070 Added 1.6%
68,003 $3.19 Billion
Q2 2025

Aug 13, 2025
SELL
$45.2 - $46.6 $2.76 Million - $2.84 Million
-61,005 Reduced 47.68%
66,933 $3.08 Billion
Q1 2025

May 08, 2025
BUY
$44.68 - $46.49 $5.72 Million - $5.95 Million
127,938 New
127,938 $5.88 Billion

Others Institutions Holding VMBS

# of Institutions
710
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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