Number of Shares
157,447.00
Current Holdings Value*
$7.29 Mil
% of Portfolio
1.82%
Total Estimate Gain
$74,207.52
% of Total Estimate Gain
0.61%

Hobart Private Capital, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Hobart Private Capital, LLC held 157,447.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $7.29 Mil. This investment constitutes 1.82% of their stock portfolio, and Hobart Private Capital, LLC now holds 0.04% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2019Q1. And since then Hobart Private Capital, LLC has made 5 purchases of VMBS, at an average price of $46.39, for a total of 262,453.00 shares. In addition, there have been 5 sales at an average price of $47.50 for 105,006.00 shares. Based on historical transaction data and VMBS's current price of $46.12, Hobart Private Capital, LLC's estimated gain on his VMBS holdings is $74,207.52, reflecting a 0.61% gain to date.

Hobart Private Capital, LLC VMBS ($46.12) Holding Chart

Hobart Private Capital, 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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