SWP FINANCIAL LLC VMBS Holdings History
SWP FINANCIAL LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 104,597.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $4.84 Mil. This investment constitutes 2.96% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.02% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 1 purchases of VMBS, at an average price of $45.96, for a total of 136,330.00 shares. In addition, there have been 1 sales at an average price of $45.73 for 31,733.00 shares. Based on historical transaction data and VMBS's current price of $46.19, SWP FINANCIAL LLC's estimated gain on his VMBS holdings is $16,758.72, reflecting a 0.27% gain to date.
SWP FINANCIAL LLC VMBS ($46.19) Holding Chart
SWP FINANCIAL LLC VMBS ($46.19) 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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