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

Atticus 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
2024 Q2	–	Sell	-190	Closed	-$8.67K	–	573
2024 Q1	$8.67K	Buy	+190	New	+$8.66K	﹤0.01%	408
2022 Q4	–	Sell	-2,522	Closed	-$121K	–	641
2022 Q3	$121K	Hold	2,522	–	–	0.06%	149
2022 Q2	$121K	Sell	2,522 -7,938	-76%	-$382K	0.05%	166
2022 Q1	$524K	Buy	+10,460	New	+$537K	0.19%	85

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atticus Wealth Management's VMBS Position: Q2 2024 in Review

Atticus Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 190 shares — an estimated $8.67K sold.

Atticus Wealth Management first reported a position in VMBS in Q1 2022 and held it in 4 quarters. The position peaked at $524K in Q1 2022. 584 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

Atticus Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 190 Vanguard Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $8.67K.
Atticus Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and held it in 4 quarters.
Atticus Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $524K in Q1 2022.
584 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.