DWM Financial Group, Inc. VMBS Holdings History
DWM Financial Group, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 79,212.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $4.28 Mil. This investment constitutes 7.3% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.03% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2019Q4. And since then DWM Financial Group, Inc. has made 3 purchases of VMBS, at an average price of $53.84, for a total of 149,272.00 shares. In addition, there have been 1 sales at an average price of $53.46 for 70,060.00 shares. Based on historical transaction data and VMBS's current price of $46.09, DWM Financial Group, Inc.'s estimated gain on his VMBS holdings is $-641,296.48, reflecting a -7.98% gain to date.
DWM Financial Group, Inc. VMBS ($46.09) Holding Chart
DWM Financial Group, Inc. VMBS ($46.09) 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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