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

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 85,331 shares of VMBS stock, worth $4.01 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
85,331
Previous 80,506 5.99%
Holding current value
$4.01 Million
Previous $3.78 Million 6.01%
% of portfolio
0.58%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$46.85 - $47.44 $226,051 - $228,898
4,825 Added 5.99%
85,331 $4.01 Million
Q3 2025

Oct 20, 2025
BUY
$45.72 - $47.27 $899,312 - $929,800
19,670 Added 32.33%
80,506 $3.78 Million
Q2 2025

Jul 15, 2025
BUY
$45.2 - $46.6 $53,290 - $54,941
1,179 Added 1.98%
60,836 $2.82 Million
Q1 2025

Apr 14, 2025
BUY
$44.68 - $46.49 $183,902 - $191,352
4,116 Added 7.41%
59,657 $2.76 Million
Q4 2024

Jan 14, 2025
BUY
$45.17 - $47.23 $514,215 - $537,666
11,384 Added 25.78%
55,541 $2.52 Million
Q3 2024

Oct 17, 2024
BUY
$44.9 - $47.55 $482,001 - $510,449
10,735 Added 32.12%
44,157 $2.08 Million
Q2 2024

Jul 17, 2024
SELL
$44.15 - $45.75 $71,743 - $74,343
-1,625 Reduced 4.64%
33,422 $1.52 Million
Q1 2024

Apr 22, 2024
BUY
$44.98 - $46.29 $143,621 - $147,803
3,193 Added 10.02%
35,047 $1.6 Million
Q4 2023

Jan 12, 2024
BUY
$42.3 - $46.59 $23,180 - $25,531
548 Added 1.75%
31,854 $1.48 Million
Q3 2023

Oct 23, 2023
BUY
$43.61 - $46.21 $680,228 - $720,783
15,598 Added 99.3%
31,306 $1.37 Million
Q2 2023

Jul 24, 2023
BUY
$45.49 - $47.04 $714,556 - $738,904
15,708 New
15,708 $722,000
Q4 2022

Jan 11, 2023
BUY
$43.58 - $46.9 $94,699 - $101,913
2,173 New
2,173 $0

Others Institutions Holding VMBS

# of Institutions
727
Shares Held
291M
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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