Yhb Investment Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$49.53 - $52.66 $391,930 - $416,698	-7,913 Reduced 48.97%	8,245 $413,000
Q4 2021 Jan 18, 2022	SELL	$52.71 - $53.35 $1.28 Million - $1.29 Million	-24,235 Reduced 60.0%	16,158 $854,000
Q3 2021 Oct 28, 2021	SELL	$53.19 - $53.64 $2.62 Million - $2.64 Million	-49,197 Reduced 54.91%	40,393 $2.15 Million
Q2 2021 Jul 15, 2021	SELL	$53.21 - $53.69 $2.03 Million - $2.04 Million	-38,085 Reduced 29.83%	89,590 $4.78 Million
Q1 2021 Apr 22, 2021	BUY	$53.31 - $54.16 $3.28 Million - $3.34 Million	61,595 Added 93.21%	127,675 $6.84 Million
Q4 2020 Jan 21, 2021	BUY	$53.96 - $54.25 $1.27 Million - $1.28 Million	23,620 Added 55.63%	66,080 $3.57 Million
Q3 2020 Nov 02, 2020	BUY	$54.16 - $54.5 $2.3 Million - $2.31 Million	42,460 New	42,460 $2.3 Million

Others Institutions Holding VMBS

# of Institutions

672

Shares Held

395M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

115M
Shares

$5.31 Billion
0.99% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.37 Billion
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

46.5M
Shares

$2.14 Billion
0.17% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$915 Million
0.3% of portfolio
Assetmark, Inc

8.12M
Shares

$374 Million
1.01% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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