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Vanguard Mortgage Bkd Sects ETF shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 42k 47.21
2024-06-30 $1.8M 40k 45.40
2024-03-31 $1.5M 34k 45.61
2022-12-31 $289k 6.3k 45.52

More positions owned by TriaGen Wealth Management

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Tr Core Div Grwth (DGRO)
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Vanguard Index Fds Small Cp Etf (VB)
Ishares Gold Tr Ishares New (IAU)
Mastercard Incorporated Cl A (MA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Danaher Corporation (DHR)
Prologis (PLD)

View all positions for TriaGen Wealth Management

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Management
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Jpmorgan Chase & Co
Wells Fargo & Company
Assetmark
Stifel Financial
LPL Financial
Morgan Stanley
Envestnet Portfolio Solutions
Morningstar Investment Services
Raymond James & Associates
Lincoln National
Td Private Client Wealth

View all funds holding Vanguard Mortgage Bkd Sects ETF