Number of Shares
61,915.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
2.14%
Total Estimate Gain
$124,974.85
% of Total Estimate Gain
1.69%

Seed Wealth Management, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 61,915.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $2.87 Mil. This investment constitutes 2.14% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.02% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2023Q2. And since then Seed Wealth Management, Inc. has made 6 purchases of VMBS, at an average price of $45.07, for a total of 164,075.00 shares. In addition, there have been 3 sales at an average price of $45.78 for 102,160.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Seed Wealth Management, Inc.'s estimated gain on his VMBS holdings is $124,974.85, reflecting a 1.69% gain to date.

Seed Wealth Management, Inc. VMBS ($45.92) Holding Chart

Seed Wealth Management, 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 %

Top Ranked Articles

  • 1