Goal Vest Advisory LLC Vanguard Mortg Backed Sec ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 75 shares of VMBS stock, worth $3,466. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 426
82.39%
Holding current value
$3,466
Previous $20,000
85.0%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio