Stonehaven Wealth & Tax Solutions, LLC Vanguard Mortg Backed Sec ETF Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 18,235 shares of VMBS stock, worth $856,315. This represents 0.79% of its overall portfolio holdings.

Number of Shares
18,235
Previous 18,263 0.15%
Holding current value
$856,315
Previous $846 Million 1.18%
% of portfolio
0.79%
Previous 0.83%

Shares

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

Nov 13, 2025
SELL
$45.72 - $47.27 $1,280 - $1,323
-28 Reduced 0.15%
18,235 $856 Million
Q2 2025

Aug 14, 2025
BUY
$45.2 - $46.6 $42,804 - $44,130
947 Added 5.47%
18,263 $846 Million
Q1 2025

May 15, 2025
BUY
$44.68 - $46.49 $174,073 - $181,125
3,896 Added 29.03%
17,316 $802 Million
Q4 2024

Feb 13, 2025
BUY
$45.17 - $47.23 $606,181 - $633,826
13,420 New
13,420 $608 Million

Others Institutions Holding VMBS

# of Institutions
712
Shares Held
287M
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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