Baystate Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 197 shares of VMBS stock, worth $9,050. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 194
1.55%
Holding current value
$9,050
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
668Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.3 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.36 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$912 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio