TD PRIVATE CLIENT WEALTH LLC VMBS Holdings History
Number of Shares
3.92 Mil
Current Holdings Value*
$181.70 Mil
% of Portfolio
5%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
0.81%
TD PRIVATE CLIENT WEALTH LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 3.92 Mil shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $181.70 Mil. This investment constitutes 5% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.93% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2022Q2. And since then TD PRIVATE CLIENT WEALTH LLC has made 12 purchases of VMBS, at an average price of $45.44, for a total of 3.92 Mil shares. Based on historical transaction data and VMBS's current price of $45.81, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his VMBS holdings is $1.45 Mil, reflecting a 0.81% gain to date.
TD PRIVATE CLIENT WEALTH LLC VMBS ($45.81) Holding Chart
TD PRIVATE CLIENT WEALTH LLC VMBS ($45.81) 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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