Wunderlich Capital Managemnt VMBS Holdings History
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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