Brophy Wealth Management, LLC VMBS Holdings History
Number of Shares
137,779.00
Current Holdings Value*
$6.50 Mil
% of Portfolio
2.33%
Total Estimate Gain
$-92,311.93
% of Total Estimate Gain
-1.44%
Brophy Wealth Management, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 137,779.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $6.50 Mil. This investment constitutes 2.33% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and VMBS's current price of $45.92, Brophy Wealth Management, LLC's estimated gain on his VMBS holdings is $-92,311.93, reflecting a -1.44% gain to date.
Brophy Wealth Management, LLC VMBS ($45.92) Holding Chart
Brophy Wealth Management, LLC 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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