OFC FINANCIAL PLANNING, LLC VMBS Holdings History
OFC FINANCIAL PLANNING, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 4,353.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $201,590.00. This investment constitutes 0.23% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2025Q1. And since then OFC FINANCIAL PLANNING, LLC has made 1 purchases of VMBS, at an average price of $45.73, for a total of 4,353.00 shares. Based on historical transaction data and VMBS's current price of $45.72, OFC FINANCIAL PLANNING, LLC's estimated gain on his VMBS holdings is $-43.53, reflecting a -0.02% gain to date.
OFC FINANCIAL PLANNING, LLC VMBS ($45.72) Holding Chart
OFC FINANCIAL PLANNING, LLC VMBS ($45.72) 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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