Executive Wealth Management, LLC VMBS Holdings History
Executive Wealth Management, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 1.12 Mil shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $50.79 Mil. This investment constitutes 3.98% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.26% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 16 purchases of VMBS, at an average price of $48.76, for a total of 2.28 Mil shares. In addition, there have been 8 sales at an average price of $47.68 for 1.16 Mil shares. Based on historical transaction data and VMBS's current price of $46.12, Executive Wealth Management, LLC's estimated gain on his VMBS holdings is $-4.20 Mil, reflecting a -3.78% gain to date.
Executive Wealth Management, LLC VMBS ($46.12) Holding Chart
Executive Wealth Management, LLC VMBS ($46.12) 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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