United Financial Planning Group LLC Vanguard Mortg Backed Sec ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 29 shares of VMBS stock, worth $1,361. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29Holding current value
$1,361% of portfolio
0.0%Shares
1 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
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Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
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Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
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Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
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Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio