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Blueprint Investment Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Blueprint Investment 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
2022
Q1 		– Sell
-4,670
Closed -$247K – 258
2021
Q4 		$247K Buy
+4,670
New +$248K 0.06% 171

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AssetMark Inc
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Bank of New York Mellon
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Charles Schwab
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MG
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Stifel Financial
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blueprint Investment Partners's VMBS Position: Q1 2022 in Review

Blueprint Investment Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 4,670 shares — an estimated $247K sold.

Blueprint Investment Partners first reported a position in VMBS in Q4 2021 and held it in 1 quarter. The position peaked at $247K in Q4 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

  • Blueprint Investment Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,670 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $247K.
  • Blueprint Investment Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and held it in 1 quarter.
  • Blueprint Investment Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $247K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Blueprint Investment Partners's 13F filing for Q1 2022, filed 16 May 2022.