Number of Shares
503,251.00
Current Holdings Value*
$23.32 Mil
% of Portfolio
3.52%
Total Estimate Gain
$-735,547.88
% of Total Estimate Gain
-2.06%

Intelligence Driven Advisers, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-06-30, Intelligence Driven Advisers, LLC held 503,251.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $23.32 Mil. This investment constitutes 3.52% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.16% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2020Q4. And since then Intelligence Driven Advisers, LLC has made 4 purchases of VMBS, at an average price of $47.72, for a total of 749,009.00 shares. In addition, there have been 12 sales at an average price of $48.07 for 245,758.00 shares. Based on historical transaction data and VMBS's current price of $46.08, Intelligence Driven Advisers, LLC's estimated gain on his VMBS holdings is $-735,547.88, reflecting a -2.06% gain to date.

Intelligence Driven Advisers, LLC VMBS ($46.08) Holding Chart

Intelligence Driven Advisers, LLC VMBS ($46.08) 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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