WEBSTERROGERS FINANCIAL ADVISORS, LLC VMBS Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 259,960.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $12.05 Mil. This investment constitutes 3.83% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.08% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2020Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 8 purchases of VMBS, at an average price of $45.95, for a total of 315,565.00 shares. In addition, there have been 5 sales at an average price of $49.03 for 55,605.00 shares. Based on historical transaction data and VMBS's current price of $45.92, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VMBS holdings is $161,900.43, reflecting a 1.12% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VMBS ($45.92) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC 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 % | |||
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