Lifeworks Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 7,331 shares of VMBS stock, worth $344,263. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,331
Previous 8,244 11.07%
Holding current value
$344,263
Previous $382,000 9.95%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2025
SELL
$45.72 - $47.27 $41,742 - $43,157
-913 Reduced 11.07%
7,331 $344,000
Q2 2025

Aug 04, 2025
BUY
$45.2 - $46.6 $497 - $512
11 Added 0.13%
8,244 $382,000
Q1 2025

May 06, 2025
SELL
$44.68 - $46.49 $113,174 - $117,759
-2,533 Reduced 23.53%
8,233 $381,000
Q4 2024

Feb 07, 2025
BUY
$45.17 - $47.23 $7,724 - $8,076
171 Added 1.61%
10,766 $488,000
Q3 2024

Nov 06, 2024
BUY
$44.9 - $47.55 $475,715 - $503,792
10,595 New
10,595 $500,000

Others Institutions Holding VMBS

# of Institutions
712
Shares Held
287M
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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email