Number of Shares
1.21 Mil
Current Holdings Value*
$55.89 Mil
% of Portfolio
4.79%
Total Estimate Gain
$-7.32 Mil
% of Total Estimate Gain
-11.35%

Ally Invest Advisors Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Ally Invest Advisors Inc. held 1.21 Mil shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $55.89 Mil. This investment constitutes 4.79% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.28% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2018Q4. And since then Ally Invest Advisors Inc. has made 22 purchases of VMBS, at an average price of $51.83, for a total of 1.25 Mil shares. In addition, there have been 3 sales at an average price of $46.99 for 38,222.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Ally Invest Advisors Inc.'s estimated gain on his VMBS holdings is $-7.32 Mil, reflecting a -11.35% gain to date.

Ally Invest Advisors Inc. VMBS ($45.92) Holding Chart

Ally Invest Advisors Inc. VMBS ($45.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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