Valtinson Bruner Financial Planning LLC Vanguard Mortg Backed Sec ETF Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 64,688 shares of VMBS stock, worth $2.95 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
64,688
Previous 77,731 16.78%
Holding current value
$2.95 Million
Previous $3.67 Million 20.09%
% of portfolio
1.21%
Previous 1.59%

Shares

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

Feb 10, 2025
SELL
$45.17 - $47.23 $589,152 - $616,020
-13,043 Reduced 16.78%
64,688 $2.93 Million
Q3 2024

Nov 05, 2024
BUY
$44.9 - $47.55 $1.06 Million - $1.12 Million
23,595 Added 43.58%
77,731 $3.67 Million
Q2 2024

Aug 05, 2024
BUY
$44.15 - $45.75 $2.39 Million - $2.48 Million
54,136 New
54,136 $2.46 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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