Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 45,484 shares of VMBS stock, worth $2.14 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

45,484

Previous 44,571 2.05%

Holding current value

$2.14 Million

Previous $2.07 Billion 3.41%

% of portfolio

1.69%

Previous 1.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$45.72 - $47.27 $41,742 - $43,157	913 Added 2.05%	45,484 $2.14 Billion
Q2 2025 Jul 09, 2025	SELL	$45.2 - $46.6 $30,012 - $30,942	-664 Reduced 1.47%	44,571 $2.07 Billion
Q1 2025 Apr 25, 2025	BUY	$44.68 - $46.49 $64,517 - $67,131	1,444 Added 3.3%	45,235 $2.09 Billion
Q4 2024 Jan 16, 2025	BUY	$45.17 - $47.23 $19,197 - $20,072	425 Added 0.98%	43,791 $1.99 Billion
Q3 2024 Oct 03, 2024	BUY	$44.9 - $47.55 $209,907 - $222,296	4,675 Added 12.08%	43,366 $2.05 Billion

Q2 2024 Jul 30, 2024	BUY	$44.15 - $45.75 $315,760 - $327,204	7,152 Added 22.68%	38,691 $1.76 Billion
Q1 2024 Apr 30, 2024	BUY	$44.98 - $46.29 $276,851 - $284,914	6,155 Added 24.25%	31,539 $1.44 Billion
Q4 2023 Jan 30, 2024	BUY	$42.3 - $46.59 $1.07 Million - $1.18 Million	25,384 New	25,384 $1.18 Billion

Others Institutions Holding VMBS

# of Institutions

712

Shares Held

287M

Call Options Held

Put Options Held

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History