United Advisor Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 4,666 shares of VMBS stock, worth $215,289. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,666
Previous 11,644
59.93%
Holding current value
$215,289
Previous $549,000
61.57%
% of portfolio
0.04%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.32 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$916 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio