POWER WEALTH MANAGEMENT LLC VMBS Holdings History
POWER WEALTH MANAGEMENT LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 609,976.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $28.25 Mil. This investment constitutes 11.43% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.14% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of VMBS, at an average price of $45.09, for a total of 609,976.00 shares. Based on historical transaction data and VMBS's current price of $45.94, POWER WEALTH MANAGEMENT LLC's estimated gain on his VMBS holdings is $517,196.53, reflecting a 1.88% gain to date.
POWER WEALTH MANAGEMENT LLC VMBS ($45.94) Holding Chart
POWER WEALTH MANAGEMENT LLC 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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