Forthright Family Wealth Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
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 100,521 shares of VMBS stock, worth $4.72 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
100,521
Previous 110,988
9.43%
Holding current value
$4.72 Million
Previous $5.14 Million
8.22%
% of portfolio
3.36%
Previous 3.64%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
710Shares Held
288MCall 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