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VMBSVMBS
16 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD MORTGAGE-BACKED SEC

RWA WEALTH PARTNERS, LLC holds 13,600 shares of VMBS (VANGUARD MORTGAGE-BACKED SEC), worth $636,606 as of 2026-Q2. The position was decreased (-4.8% shares). VMBS represents 0.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$636,606

Current Shares

13,600

Total Value Change

-$269,394

Total Shares Change

-6,504

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,600
-4.8%
$636,6060.0%$46.65
0
2026-Q1
Decreased
14,293
-24.9%
$671,0470.0%$46.13
0
2025-Q4
Decreased
19,040
-4.3%
$896,3960.0%$45.94
0
2025-Q3
Decreased
19,886
-11.7%
$933,8240.0%$45.20
0
2025-Q2
Decreased
22,522
-24.9%
$1M0.0%$44.13
0
2025-Q1
Decreased
30,001
-28.6%
$1.4M0.0%$43.61
0
2024-Q4
Decreased
41,998
-1.7%
$1.9M0.0%$42.40
0
2024-Q3
Decreased
42,736
-11.2%
$2M0.0%$43.57
0
2024-Q2
Decreased
48,132
-5.1%
$2.2M0.0%$41.49
0
2024-Q1
Decreased
50,737
-14.7%
$2.3M0.0%$41.27
0
2023-Q4
Decreased
59,459
-73.1%
$2.8M0.0%$41.69
0
2023-Q3
Decreased
221,137
-94.0%
$9.7M0.2%$38.88
0
2023-Q2
Increased
3.7M
+5.2%
$171M3.7%$40.50
59
2023-Q1
Increased
3.5M
+3.5%
$164.6M3.9%$40.67
58
2022-Q4
Increased
3.4M
+169x
$159.7M4.0%$39.57
90
2022-Q3
New
20,104
-
$906,0000.1%$38.83
34

Other major holders of VMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO

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