Arete Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 16,842 shares of VMBS stock, worth $778,437. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,842
Previous 13,772 22.29%
Holding current value
$778,437
Previous $649,000 17.72%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$45.17 - $47.23 $138,671 - $144,996
3,070 Added 22.29%
16,842 $764,000
Q3 2024

Nov 14, 2024
SELL
$44.9 - $47.55 $351,971 - $372,744
-7,839 Reduced 36.27%
13,772 $649,000
Q2 2024

Aug 13, 2024
BUY
$44.15 - $45.75 $240,087 - $248,788
5,438 Added 33.62%
21,611 $982,000
Q1 2024

May 15, 2024
SELL
$44.98 - $46.29 $187,926 - $193,399
-4,178 Reduced 20.53%
16,173 $737,000
Q4 2023

Feb 14, 2024
BUY
$42.3 - $46.59 $860,847 - $948,153
20,351 New
20,351 $943,000
Q2 2023

Aug 09, 2023
BUY
$45.49 - $47.04 $1.71 Million - $1.77 Million
37,602 New
37,602 $1.73 Million

Others Institutions Holding VMBS

# of Institutions
675
Shares Held
394M
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email