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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$44.15 - $45.75 $116,158 - $120,368
2,631 Added 1.94%
138,053 $6.27 Billion
Q1 2024

Apr 29, 2024

BUY
$44.98 - $46.29 $517,000 - $532,057
11,494 Added 9.27%
135,422 $6.18 Billion
Q4 2023

Feb 28, 2024

BUY
$42.3 - $46.59 $5.24 Million - $5.77 Million
123,928 New
123,928 $5.75 Billion

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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