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

Atlas Private 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
2021 Q2	–	Sell	-1,224	Closed	-$65K	–	366
2021 Q1	$65K	Sell	1,224 -1,220	-50%	-$65.6K	0.04%	169
2020 Q4	$132K	Hold	2,444	–	–	0.09%	140
2020 Q3	$133K	Hold	2,444	–	–	0.1%	129
2020 Q2	$133K	Hold	2,444	–	–	0.11%	131
2020 Q1	$133K	Hold	2,444	–	–	0.12%	130
2019 Q4	$130K	Buy	+2,444	New	+$130K	0.1%	149

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Private Wealth Management's VMBS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2021, closing a stake of 1,224 shares — an estimated $65K sold.

Atlas Private Wealth Management first reported a position in VMBS in Q4 2019 and held it in 6 quarters. The position peaked at $133K in Q3 2020. 478 funds tracked by Wall St. Rank hold VMBS as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,224 Vanguard Mortgage-Backed Securities ETF shares in Q2 2021, an estimated $65K.
Atlas Private Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $133K in Q3 2020.
478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.