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9258 Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

9258 Wealth 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
2019
Q4 		– Sell
-5,420
Closed -$289K – 321
2019
Q3 		$289K Buy
+5,420
New +$287K 0.23% 134

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

9258 Wealth Management's VMBS Position: Q4 2019 in Review

9258 Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2019, closing a stake of 5,420 shares — an estimated $289K sold.

9258 Wealth Management first reported a position in VMBS in Q3 2019 and held it in 1 quarter. The position peaked at $289K in Q3 2019. 372 funds tracked by Wall St. Rank hold VMBS as of Q4 2019.

  • 9258 Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 5,420 Vanguard Mortgage-Backed Securities ETF shares in Q4 2019, an estimated $289K.
  • 9258 Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $289K in Q3 2019.
  • 372 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2019.

Based on 9258 Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.