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20/20 Capital Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

20/20 Capital Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,073
Closed -$276K – 159
2020
Q2 		$276K Buy
+5,073
New +$276K 0.11% 115

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

20/20 Capital Management's VMBS Position: Q3 2020 in Review

20/20 Capital Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2020, closing a stake of 5,073 shares — an estimated $276K sold.

20/20 Capital Management first reported a position in VMBS in Q2 2020 and held it in 1 quarter. The position peaked at $276K in Q2 2020. 411 funds tracked by Wall St. Rank hold VMBS as of Q3 2020.

  • 20/20 Capital Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 5,073 Vanguard Mortgage-Backed Securities ETF shares in Q3 2020, an estimated $276K.
  • 20/20 Capital Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 1 quarter.
  • 20/20 Capital Management's Vanguard Mortgage-Backed Securities ETF position peaked at $276K in Q2 2020.
  • 411 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2020.

Based on 20/20 Capital Management's 13F filing for Q3 2020, filed 3 Nov 2020.