Avantax Planning Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-49	Closed	-$2K	–	1166
2018 Q3	$2K	Buy	+49	New	+$2.51K	﹤0.01%	1369
2018 Q2	–	Sell	-13,835	Closed	-$714K	–	1443
2018 Q1	$714K	Hold	13,835	–	–	0.06%	137
2017 Q4	$726K	Hold	13,835	–	–	0.07%	130
2017 Q3	$730K	Hold	13,835	–	–	0.06%	151
2017 Q2	$729K	Sell	13,835 -369	-3%	-$19.5K	0.06%	147
2017 Q1	$746K	Buy	14,204 +502	+4%	+$26.3K	0.07%	138
2016 Q4	$716K	Buy	+13,702	New	+$727K	0.08%	131

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 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Avantax Planning Partners's VMBS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2018, closing a stake of 49 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in VMBS in Q4 2016 and held it in 7 quarters. The position peaked at $746K in Q1 2017. 266 funds tracked by Wall St. Rank hold VMBS as of Q4 2018.

Avantax Planning Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 49 Vanguard Mortgage-Backed Securities ETF shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $746K in Q1 2017.
266 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.