Number of Shares
249,288.00
Current Holdings Value*
$11.54 Mil
% of Portfolio
2.3%
Total Estimate Gain
$196,174.23
% of Total Estimate Gain
1.39%

Sensible Financial Planning & Management, LLC.'s Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 249,288.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $11.54 Mil. This investment constitutes 2.3% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.06% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2014Q3. And since then Sensible Financial Planning & Management, LLC. has made 8 purchases of VMBS, at an average price of $46.22, for a total of 306,347.00 shares. In addition, there have been 6 sales at an average price of $49.80 for 57,059.00 shares. Based on historical transaction data and VMBS's current price of $46.19, Sensible Financial Planning & Management, LLC.'s estimated gain on his VMBS holdings is $196,174.23, reflecting a 1.39% gain to date.

Sensible Financial Planning & Management, LLC. VMBS ($46.19) Holding Chart

Sensible Financial Planning & Management, 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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