VCI Wealth Management LLC VMBS Holdings History
VCI Wealth Management LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, VCI Wealth Management LLC held 154,692.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $7.16 Mil. This investment constitutes 3.01% of their stock portfolio, and VCI Wealth Management LLC now holds 0.04% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 3 purchases of VMBS, at an average price of $44.65, for a total of 208,661.00 shares. In addition, there have been 2 sales at an average price of $45.86 for 53,969.00 shares. Based on historical transaction data and VMBS's current price of $46.15, VCI Wealth Management LLC's estimated gain on his VMBS holdings is $297,159.89, reflecting a 3.19% gain to date.
VCI Wealth Management LLC VMBS ($46.15) Holding Chart
VCI Wealth Management LLC VMBS ($46.15) 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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