Peterson Financial Group, Inc. VMBS Holdings History
Peterson Financial Group, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2024-09-30, Peterson Financial Group, Inc. held 14,057.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $663,650.00. This investment constitutes 2.56% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 5 purchases of VMBS, at an average price of $51.68, for a total of 26,823.00 shares. In addition, there have been 6 sales at an average price of $46.46 for 12,766.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Peterson Financial Group, Inc.'s estimated gain on his VMBS holdings is $-147,710.97, reflecting a -10.66% gain to date.
Peterson Financial Group, Inc. VMBS ($45.92) Holding Chart
Peterson Financial Group, Inc. 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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