Number of Shares
198,088.00
Current Holdings Value*
$9.12 Mil
% of Portfolio
4.8%
Total Estimate Gain
$-995,849.07
% of Total Estimate Gain
-8.65%

Evolution Advisers, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Evolution Advisers, Inc. held 198,088.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $9.12 Mil. This investment constitutes 4.8% of their stock portfolio, and Evolution Advisers, Inc. now holds 0.04% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2021Q4. And since then Evolution Advisers, Inc. has made 8 purchases of VMBS, at an average price of $50.25, for a total of 229,050.00 shares. In addition, there have been 5 sales at an average price of $46.41 for 30,962.00 shares. Based on historical transaction data and VMBS's current price of $45.82, Evolution Advisers, Inc.'s estimated gain on his VMBS holdings is $-995,849.07, reflecting a -8.65% gain to date.

Evolution Advisers, Inc. VMBS ($45.82) Holding Chart

Evolution Advisers, Inc. VMBS ($45.82) 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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