WFA Of San Diego, LLC VMBS Holdings History
WFA of San Diego, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 47,309.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $2.23 Mil. This investment constitutes 1.88% of their stock portfolio, and WFA of San Diego, LLC now holds 0.01% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2023Q2. And since then WFA of San Diego, LLC has made 4 purchases of VMBS, at an average price of $45.32, for a total of 47,309.00 shares. Based on historical transaction data and VMBS's current price of $45.92, WFA of San Diego, LLC's estimated gain on his VMBS holdings is $28,573.11, reflecting a 1.33% gain to date.
WFA of San Diego, LLC VMBS ($45.92) Holding Chart
WFA of San Diego, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
