Bell Investment Advisors, Inc VMBS Holdings History
Bell Investment Advisors, Inc's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 913,358.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $42.30 Mil. This investment constitutes 7.82% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.22% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 11 purchases of VMBS, at an average price of $50.04, for a total of 949,581.00 shares. In addition, there have been 2 sales at an average price of $47.40 for 36,223.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Bell Investment Advisors, Inc's estimated gain on his VMBS holdings is $-3.86 Mil, reflecting a -8.12% gain to date.
Bell Investment Advisors, Inc VMBS ($45.92) Holding Chart
Bell Investment 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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