Balboa Wealth Partners Vanguard Mortg Backed Sec ETF Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 10,701 shares of VMBS stock, worth $484,113. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,701
Previous 10,786
0.79%
Holding current value
$484,113
Previous $489,000
3.27%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.46 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$899 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$388 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$362 Million0.09% of portfolio