Marion Wealth Management Vanguard Mortg Backed Sec ETF Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Marion Wealth Management holds 123,367 shares of VMBS stock, worth $5.71 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
123,367
Previous 114,918
7.35%
Holding current value
$5.71 Million
Previous $5.21 Million
9.58%
% of portfolio
1.54%
Previous 1.39%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
670Shares Held
390MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio