Level Financial Advisors VMBS Holdings History
Level Financial Advisors's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 207,228.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $9.60 Mil. This investment constitutes 2.99% of their stock portfolio, and Level Financial Advisors now holds 0.07% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 13 purchases of VMBS, at an average price of $46.29, for a total of 208,613.00 shares. In addition, there have been 1 sales at an average price of $44.21 for 1,385.00 shares. Based on historical transaction data and VMBS's current price of $45.94, Level Financial Advisors's estimated gain on his VMBS holdings is $-75,734.77, reflecting a -0.78% gain to date.
Level Financial Advisors VMBS ($45.94) Holding Chart
Level Financial Advisors VMBS ($45.94) 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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