Financial Advocates Investment Management Vanguard Mortg Backed Sec ETF Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 15,979 shares of VMBS stock, worth $722,250. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,979
Previous 14,742 8.39%
Holding current value
$722,250
Previous $695,000 4.17%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 27, 2025
BUY
$45.17 - $47.23 $55,875 - $58,423
1,237 Added 8.39%
15,979 $724,000
Q3 2024

Oct 25, 2024
BUY
$44.9 - $47.55 $853 - $903
19 Added 0.13%
14,742 $695,000
Q2 2024

Jul 26, 2024
SELL
$44.15 - $45.75 $710,947 - $736,712
-16,103 Reduced 52.24%
14,723 $668,000
Q1 2024

May 01, 2024
BUY
$44.98 - $46.29 $49,208 - $50,641
1,094 Added 3.68%
30,826 $1.41 Million
Q4 2023

Feb 08, 2024
BUY
$42.3 - $46.59 $1.26 Million - $1.39 Million
29,732 New
29,732 $1.38 Million
Q2 2023

Aug 07, 2023
SELL
$45.49 - $47.04 $9,598 - $9,925
-211 Reduced 4.46%
4,515 $207,000
Q1 2023

May 11, 2023
SELL
$45.14 - $47.41 $117,499 - $123,408
-2,603 Reduced 35.52%
4,726 $219,000
Q4 2022

Feb 14, 2023
SELL
$43.58 - $46.9 $485,306 - $522,278
-11,136 Reduced 60.31%
7,329 $333,000
Q3 2022

Nov 14, 2022
BUY
$44.41 - $49.27 $21,494 - $23,846
484 Added 2.69%
18,465 $833,000
Q2 2022

Aug 12, 2022
BUY
$46.23 - $49.83 $18,122 - $19,533
392 Added 2.23%
17,981 $860,000
Q1 2022

May 11, 2022
BUY
$49.53 - $52.66 $52,898 - $56,240
1,068 Added 6.46%
17,589 $881,000
Q4 2021

Feb 14, 2022
BUY
$52.71 - $53.35 $35,737 - $36,171
678 Added 4.28%
16,521 $884,000
Q3 2021

Nov 04, 2021
BUY
$53.19 - $53.64 $69,625 - $70,214
1,309 Added 9.01%
15,843 $844,000
Q2 2021

Aug 03, 2021
SELL
$53.21 - $53.69 $22,241 - $22,442
-418 Reduced 2.8%
14,534 $775,000
Q1 2021

May 10, 2021
SELL
$53.31 - $54.16 $403,130 - $409,557
-7,562 Reduced 33.59%
14,952 $798,000
Q4 2020

Feb 12, 2021
BUY
$53.96 - $54.25 $204,562 - $205,661
3,791 Added 20.25%
22,514 $1.22 Million
Q3 2020

Nov 04, 2020
SELL
$54.16 - $54.5 $721,519 - $726,049
-13,322 Reduced 41.57%
18,723 $1.02 Million
Q2 2020

Aug 14, 2020
BUY
$54.11 - $54.66 $696,449 - $703,528
12,871 Added 67.13%
32,045 $1.74 Million
Q1 2020

Apr 29, 2020
SELL
$51.4 - $54.6 $117,860 - $125,197
-2,293 Reduced 10.68%
19,174 $1.05 Million
Q4 2019

Feb 13, 2020
BUY
$53.04 - $53.35 $78,446 - $78,904
1,479 Added 7.4%
21,467 $1.14 Million
Q3 2019

Nov 13, 2019
BUY
$52.96 - $53.26 $168,889 - $169,846
3,189 Added 18.98%
19,988 $1.06 Million
Q2 2019

Aug 08, 2019
BUY
N/A
2,770 Added 19.74%
16,799 $888,000
Q1 2019

May 16, 2019
BUY
N/A
91 Added 0.65%
14,029 $734,000
Q4 2018

Feb 14, 2019
BUY
N/A
407 Added 3.01%
13,938 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,881 Added 16.15%
13,531 $0
Q2 2018

Aug 09, 2018
BUY
N/A
354 Added 3.13%
11,650 $597,000
Q1 2018

May 11, 2018
SELL
N/A
-4,424 Reduced 28.14%
11,296 $583,000
Q4 2017

Feb 15, 2018
BUY
N/A
15,720
15,720 $824,000

Others Institutions Holding VMBS

# of Institutions
654
Shares Held
355M
Call Options Held
900
Put Options Held
300
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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