Number of Shares
127,938.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
5.32%
Total Estimate Gain
$24,308.22
% of Total Estimate Gain
0.42%

PLANWISER FINANCIAL, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, PLANWISER FINANCIAL, LLC held 127,938.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $5.88 Mil. This investment constitutes 5.32% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.03% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and VMBS's current price of $45.92, PLANWISER FINANCIAL, LLC's estimated gain on his VMBS holdings is $24,308.22, reflecting a 0.42% gain to date.

PLANWISER FINANCIAL, LLC VMBS ($45.92) Holding Chart

PLANWISER FINANCIAL, LLC VMBS ($45.92) 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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