Number of Shares
107,995.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
2.26%
Total Estimate Gain
$93,750.58
% of Total Estimate Gain
1.86%

Wunderlich Capital Managemnt's Vanguard Mortgage-Backed Securities ETF Holding Summary

As of 2024-06-30, Wunderlich Capital Managemnt held 107,995.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $4.90 Mil. This investment constitutes 2.26% of their stock portfolio, and Wunderlich Capital Managemnt now holds -% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.

The initial trade took place in 2022Q4. And since then Wunderlich Capital Managemnt has made 4 purchases of VMBS, at an average price of $44.97, for a total of 112,106.00 shares. In addition, there have been 3 sales at an average price of $45.41 for 4,111.00 shares. Based on historical transaction data and VMBS's current price of $45.83, Wunderlich Capital Managemnt's estimated gain on his VMBS holdings is $93,750.58, reflecting a 1.86% gain to date.

Wunderlich Capital Managemnt VMBS ($45.83) Holding Chart

Wunderlich Capital Managemnt VMBS ($45.83) 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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