Vision Point Advisory Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 7,470 shares of VMBS stock, worth $350,791. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,470
Previous 5,956
25.42%
Holding current value
$350,791
Previous $276,000
26.81%
% of portfolio
0.07%
Previous 0.06%
Shares
3 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
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio