Diversify Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 49,822 shares of VMBS stock, worth $2.25 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
49,822
Previous 37,422
33.14%
Holding current value
$2.25 Million
Previous $1.75 Billion
30.63%
% of portfolio
0.22%
Previous 0.22%
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