Copperleaf Capital, LLC Vanguard Mortg Backed Sec ETF Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 6,450 shares of VMBS stock, worth $302,892. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,450
Previous 6,770
4.73%
Holding current value
$302,892
Previous $313,000
3.51%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
712Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio