Proactive Wealth Strategies LLC Vanguard Mortg Backed Sec ETF Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,649 shares of VMBS stock, worth $261,435. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,649
Previous 5,454
3.58%
Holding current value
$261,435
Previous $257,000
0.39%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall 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