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American Economic Planning Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

American Economic Planning Group’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
2017
Q2 		– Sell
-4,488
Closed -$236K – 80
2017
Q1 		$236K Sell
4,488
-1,038
-19% -$54.3K 0.09% 64
2016
Q4 		$288K Buy
5,526
+1,038
+23% +$55.1K 0.12% 46
2016
Q3 		$297K Hold
4,488
– – 0.12% 46
2016
Q2 		$242K Buy
+4,488
New +$240K 0.1% 51

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

American Economic Planning Group's VMBS Position: Q2 2017 in Review

American Economic Planning Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2017, closing a stake of 4,488 shares — an estimated $236K sold.

American Economic Planning Group first reported a position in VMBS in Q2 2016 and held it in 4 quarters. The position peaked at $297K in Q3 2016. 157 funds tracked by Wall St. Rank hold VMBS as of Q2 2017.

  • American Economic Planning Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2017 after selling out during the quarter.
  • American Economic Planning Group sold 4,488 Vanguard Mortgage-Backed Securities ETF shares in Q2 2017, an estimated $236K.
  • American Economic Planning Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2016 and held it in 4 quarters.
  • American Economic Planning Group's Vanguard Mortgage-Backed Securities ETF position peaked at $297K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2017.

Based on American Economic Planning Group's 13F filing for Q2 2017, filed 25 Jul 2017.