HBK Sorce Advisory LLC VMBS Holdings History
HBK Sorce Advisory LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, HBK Sorce Advisory LLC held 411,565.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $19.06 Mil. This investment constitutes 0.56% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.09% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2022Q4. And since then HBK Sorce Advisory LLC has made 8 purchases of VMBS, at an average price of $45.28, for a total of 573,158.00 shares. In addition, there have been 2 sales at an average price of $46.13 for 161,593.00 shares. Based on historical transaction data and VMBS's current price of $45.98, HBK Sorce Advisory LLC's estimated gain on his VMBS holdings is $422,353.17, reflecting a 1.63% gain to date.
HBK Sorce Advisory LLC VMBS ($45.98) Holding Chart
HBK Sorce Advisory LLC VMBS ($45.98) 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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