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Bradley & Co Private Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bradley & Co 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
2024
Q1 		– Sell
-619
Closed -$28.7K – 209
2023
Q4 		$28.7K Buy
+619
New +$27.4K 0.03% 81

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's VMBS Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 619 shares — an estimated $28.7K sold.

Bradley & Co Private Wealth Management first reported a position in VMBS in Q4 2023 and held it in 1 quarter. The position peaked at $28.7K in Q4 2023. 580 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 619 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $28.7K.
  • Bradley & Co Private Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $28.7K in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.