Wealth Enhancement Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,122,351 shares of VMBS stock, worth $51.9 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,122,351
Previous 1,266,633 11.39%
Holding current value
$51.9 Million
Previous $57.4 Million 11.39%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Mar 17, 2025
SELL
$45.17 - $47.23 $6.52 Million - $6.81 Million
-144,282 Reduced 11.39%
1,122,351 $50.9 Million
Q4 2024

Jan 10, 2025
BUY
$45.17 - $47.23 $22.1 Million - $23.1 Million
489,804 Added 63.05%
1,266,633 $57.4 Million
Q3 2024

Oct 23, 2024
SELL
$44.9 - $47.55 $1.27 Million - $1.34 Million
-28,233 Reduced 3.51%
776,829 $36.7 Million
Q2 2024

Jul 16, 2024
SELL
$44.15 - $45.75 $14.4 Million - $14.9 Million
-326,751 Reduced 28.87%
805,062 $36.5 Million
Q1 2024

Apr 15, 2024
BUY
$44.98 - $46.29 $1.02 Million - $1.05 Million
22,690 Added 2.05%
1,131,813 $51.6 Million
Q4 2023

Jan 30, 2024
BUY
$42.3 - $46.59 $10.8 Million - $11.9 Million
255,880 Added 29.99%
1,109,123 $51.4 Million
Q3 2023

Nov 13, 2023
BUY
$43.61 - $46.21 $35.9 Million - $38 Million
822,100 Added 2639.76%
853,243 $37.4 Million
Q2 2023

Jul 21, 2023
BUY
$45.49 - $47.04 $21,562 - $22,296
474 Added 1.55%
31,143 $1.43 Million
Q1 2023

Apr 25, 2023
SELL
$45.14 - $47.41 $889,438 - $934,166
-19,704 Reduced 39.12%
30,669 $1.43 Million
Q4 2022

Feb 01, 2023
SELL
$43.58 - $46.9 $462,296 - $497,515
-10,608 Reduced 17.4%
50,373 $2.29 Million
Q3 2022

Oct 17, 2022
BUY
$44.41 - $49.27 $1.95 Million - $2.17 Million
44,018 Added 259.49%
60,981 $2.73 Million
Q2 2022

Jul 18, 2022
BUY
$46.23 - $49.83 $168,878 - $182,028
3,653 Added 27.45%
16,963 $808,000
Q1 2022

Apr 18, 2022
BUY
$49.53 - $52.66 $368,602 - $391,895
7,442 Added 126.82%
13,310 $663,000
Q2 2020

Aug 10, 2020
BUY
$54.11 - $54.66 $317,517 - $320,744
5,868 New
5,868 $973,000
Q1 2019

Apr 30, 2019
SELL
N/A
-547,571 Closed
0 $0
Q4 2018

Feb 04, 2019
SELL
N/A
-78,243 Reduced 12.5%
547,571 $28.2 Million
Q3 2018

Nov 02, 2018
BUY
N/A
44,043 Added 7.57%
625,814 $31.7 Million
Q2 2018

Jul 30, 2018
BUY
N/A
52,624 Added 9.95%
581,771 $29.9 Million
Q1 2018

Apr 26, 2018
BUY
N/A
73,385 Added 16.1%
529,147 $27.2 Million
Q4 2017

Jan 19, 2018
BUY
N/A
65,220 Added 16.7%
455,762 $23.8 Million
Q3 2017

Oct 18, 2017
BUY
N/A
390,542
390,542 $20.6 Million

Others Institutions Holding VMBS

# of Institutions
674
Shares Held
394M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email