Forthright Family Wealth Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 138,053 shares of VMBS stock, worth $6.28 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
138,053
Previous 135,422
1.94%
Holding current value
$6.28 Million
Previous $6.18 Billion
1.47%
% of portfolio
4.04%
Previous 4.14%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
613Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$870 Million0.31% of portfolio
-
Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio