Navigation Wealth Management, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Navigation Wealth Management, Inc.
- $63.4 Million
- Q3 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 14,091 shares of VMBS stock, worth $661,713. This represents 1.04% of its overall portfolio holdings.
Number of Shares
14,091
Previous 11,482
22.72%
Holding current value
$661,713
Previous $532,000
24.25%
% of portfolio
1.04%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
712Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio