Liberty Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,709 shares of VMBS stock, worth $221,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,709
Holding current value
$221,134
% of portfolio
0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$45.72 - $47.27 $215,295 - $222,594
4,709 New
4,709 $221,000
Q1 2023

May 03, 2023
BUY
$45.14 - $47.41 $8.28 Million - $8.69 Million
183,335 New
183,335 $8.53 Million
Q2 2022

Aug 15, 2022
SELL
$46.23 - $49.83 $127,594 - $137,530
-2,760 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$49.53 - $52.66 $136,702 - $145,341
2,760 New
2,760 $230,000
Q4 2021

Feb 15, 2022
SELL
$52.71 - $53.35 $264,815 - $268,030
-5,024 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$53.19 - $53.64 $132,123 - $133,241
2,484 Added 97.8%
5,024 $266,000
Q2 2021

Aug 13, 2021
SELL
$53.21 - $53.69 $7.08 Million - $7.14 Million
-133,039 Reduced 98.13%
2,540 $136,000
Q2 2021

Aug 13, 2021
BUY
$53.21 - $53.69 $7.09 Million - $7.15 Million
133,173 Added 5535.04%
135,579 $2.54 Million
Q4 2020

Feb 09, 2021
BUY
$53.96 - $54.25 $6,367 - $6,401
118 Added 5.16%
2,406 $130,000
Q3 2020

Nov 05, 2020
SELL
$54.16 - $54.5 $13,594 - $13,679
-251 Reduced 9.89%
2,288 $124,000
Q2 2020

Aug 04, 2020
BUY
$54.11 - $54.66 $8,495 - $8,581
157 Added 6.59%
2,539 $138,000
Q1 2020

Apr 27, 2020
BUY
$51.4 - $54.6 $3,341 - $3,549
65 Added 2.81%
2,382 $130,000
Q4 2019

Feb 05, 2020
SELL
$53.04 - $53.35 $8,168 - $8,215
-154 Reduced 6.23%
2,317 $123,000
Q3 2019

Oct 30, 2019
BUY
$52.96 - $53.26 $1,959 - $1,970
37 Added 1.52%
2,471 $132,000
Q2 2019

Jul 30, 2019
SELL
N/A
-112 Reduced 4.4%
2,434 $129,000
Q1 2019

Apr 18, 2019
SELL
N/A
-179 Reduced 6.57%
2,546 $133,000
Q4 2018

Mar 26, 2019
BUY
N/A
2,725 New
2,725 $140,000

Others Institutions Holding VMBS

# of Institutions
715
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email