Wfa Of San Diego, LLC Vanguard Mortg Backed Sec ETF Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 47,309 shares of VMBS stock, worth $2.19 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
47,309
Previous 38,552
22.71%
Holding current value
$2.19 Million
Previous $1.75 Million
27.6%
% of portfolio
1.93%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 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$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio