Sequoia Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 198,171 shares of VMBS stock, worth $9.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
198,171
Previous 72,722 172.5%
Holding current value
$9.03 Million
Previous $3.43 Million 161.72%
% of portfolio
0.08%
Previous 0.04%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$45.17 - $47.23 $5.67 Million - $5.92 Million
125,449 Added 172.5%
198,171 $8.99 Million
Q3 2024

Oct 21, 2024
SELL
$44.9 - $47.55 $175,065 - $185,397
-3,899 Reduced 5.09%
72,722 $3.43 Million
Q2 2024

Jul 15, 2024
SELL
$44.15 - $45.75 $20.2 Million - $21 Million
-458,446 Reduced 85.68%
76,621 $3.48 Million
Q1 2024

Apr 30, 2024
BUY
$44.98 - $46.29 $2.29 Million - $2.36 Million
50,905 Added 10.51%
535,067 $24.4 Million
Q4 2023

Jan 25, 2024
BUY
$42.3 - $46.59 $1.98 Million - $2.18 Million
46,727 Added 10.68%
484,162 $22.4 Million
Q3 2023

Nov 08, 2023
BUY
$43.61 - $46.21 $1.75 Million - $1.85 Million
40,111 Added 10.1%
437,435 $19.2 Million
Q2 2023

Aug 08, 2023
BUY
$45.49 - $47.04 $2.14 Million - $2.21 Million
46,998 Added 13.42%
397,324 $18.3 Million
Q1 2023

Apr 24, 2023
BUY
$45.14 - $47.41 $1.52 Million - $1.6 Million
33,724 Added 10.65%
350,326 $16.3 Million
Q4 2022

Feb 10, 2023
SELL
$43.58 - $46.9 $75,654 - $81,418
-1,736 Reduced 0.55%
316,602 $14.4 Million
Q4 2022

Jan 17, 2023
BUY
$43.58 - $46.9 $594,169 - $639,434
13,634 Added 4.47%
318,338 $0
Q3 2022

Oct 26, 2022
SELL
$44.41 - $49.27 $241,190 - $267,585
-5,431 Reduced 1.75%
304,704 $13.7 Million
Q2 2022

Jul 22, 2022
BUY
$46.23 - $49.83 $334,381 - $360,420
7,233 Added 2.39%
310,135 $14.8 Million
Q1 2022

May 13, 2022
BUY
$49.53 - $52.66 $1.94 Million - $2.07 Million
39,265 Added 14.89%
302,902 $15.2 Million
Q4 2021

Feb 11, 2022
BUY
$52.71 - $53.35 $11.7 Million - $11.8 Million
221,099 Added 519.77%
263,637 $13.9 Million
Q3 2021

Oct 26, 2021
SELL
$53.19 - $53.64 $9.33 Million - $9.41 Million
-175,346 Reduced 80.48%
42,538 $2.27 Million
Q2 2021

Jul 27, 2021
BUY
$53.21 - $53.69 $566,473 - $571,583
10,646 Added 5.14%
217,884 $11.6 Million
Q1 2021

May 14, 2021
BUY
$53.31 - $54.16 $2.15 Million - $2.19 Million
40,388 Added 24.21%
207,238 $11.1 Million
Q4 2020

Feb 12, 2021
BUY
$53.96 - $54.25 $2.5 Million - $2.51 Million
46,324 Added 38.43%
166,850 $9.02 Million
Q3 2020

Oct 23, 2020
BUY
$54.16 - $54.5 $3.68 Million - $3.71 Million
68,015 Added 129.53%
120,526 $6.54 Million
Q2 2020

Aug 25, 2020
BUY
$54.11 - $54.66 $2.84 Million - $2.87 Million
52,511 New
52,511 $2.86 Million
Q2 2020

Aug 11, 2020
SELL
$54.11 - $54.66 $1.99 Million - $2.01 Million
-36,729 Closed
0 $2.86 Million
Q1 2020

May 11, 2020
BUY
$51.4 - $54.6 $43,638 - $46,355
849 Added 2.37%
36,729 $2 Million
Q4 2019

Feb 13, 2020
BUY
$53.04 - $53.35 $111,702 - $112,355
2,106 Added 6.24%
35,880 $1.91 Million
Q3 2019

Oct 22, 2019
BUY
$52.96 - $53.26 $249,971 - $251,387
4,720 Added 16.25%
33,774 $1.8 Million
Q2 2019

Jul 31, 2019
BUY
N/A
683 Added 2.41%
29,054 $1.54 Million
Q1 2019

May 13, 2019
SELL
N/A
-20,346 Reduced 41.76%
28,371 $1.49 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,462 Reduced 4.81%
48,717 $2.51 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,737 Added 7.88%
51,179 $2.61 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-17,748 Reduced 27.23%
47,442 $2.44 Million
Q1 2018

May 14, 2018
BUY
N/A
2,463 Added 3.93%
65,190 $3.36 Million
Q4 2017

Feb 13, 2018
BUY
N/A
12,165 Added 24.06%
62,727 $3.29 Million
Q3 2017

Nov 13, 2017
BUY
N/A
5,190 Added 11.44%
50,562 $2.67 Million
Q2 2017

Aug 09, 2017
BUY
N/A
45,372
45,372 $2.39 Million

Others Institutions Holding VMBS

# of Institutions
654
Shares Held
355M
Call Options Held
900
Put Options Held
300
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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