Number of Shares
326,005.00
Current Holdings Value*
$15.10 Mil
% of Portfolio
4.57%
Total Estimate Gain
$-5.31 Mil
% of Total Estimate Gain
-11.25%

Whitcomb & Hess, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Whitcomb & Hess, Inc. held 326,005.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $15.10 Mil. This investment constitutes 4.57% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.08% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2021Q2. And since then Whitcomb & Hess, Inc. has made 8 purchases of VMBS, at an average price of $52.98, for a total of 891,166.00 shares. In addition, there have been 7 sales at an average price of $47.52 for 565,161.00 shares. Based on historical transaction data and VMBS's current price of $46.15, Whitcomb & Hess, Inc.'s estimated gain on his VMBS holdings is $-5.31 Mil, reflecting a -11.25% gain to date.

Whitcomb & Hess, Inc. VMBS ($46.15) Holding Chart

Whitcomb & Hess, Inc. 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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