Cedar Mountain Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cedar Mountain Advisors’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	-261	Closed	-$12.1K	–	354
2023 Q4	$12.1K	Hold	261	–	–	﹤0.01%	169
2023 Q3	$11.4K	Hold	261	–	–	﹤0.01%	169
2023 Q2	$12K	Hold	261	–	–	﹤0.01%	154
2023 Q1	$12.1K	Hold	261	–	–	﹤0.01%	147
2022 Q4	$11.9K	Hold	261	–	–	﹤0.01%	150
2022 Q3	$12K	Hold	261	–	–	﹤0.01%	148
2022 Q2	$12K	Sell	261 -227	-47%	-$10.9K	﹤0.01%	155
2022 Q1	$24K	Buy	488 +1	+0.2%	+$51	0.01%	116
2021 Q4	$26K	Buy	487 +2	+0.4%	+$106	0.01%	112
2021 Q3	$26K	Buy	485 +1	+0.2%	+$53	0.01%	110
2021 Q2	$26K	Buy	484 +1	+0.2%	+$53	0.01%	102
2021 Q1	$26K	Buy	483 +9	+2%	+$484	0.01%	112
2020 Q4	$26K	Buy	474 +3	+0.6%	+$162	0.01%	107
2020 Q3	$26K	Buy	471 +2	+0.4%	+$109	0.01%	93
2020 Q2	$26K	Buy	469 +3	+0.6%	+$163	0.01%	90
2020 Q1	$25K	Buy	466 +2	+0.4%	+$107	0.01%	80
2019 Q4	$25K	Buy	+464	New	+$24.7K	0.01%	97

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Mountain Advisors's VMBS Position: Q1 2024 in Review

Cedar Mountain Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 261 shares — an estimated $12.1K sold.

Cedar Mountain Advisors first reported a position in VMBS in Q4 2019 and held it in 17 quarters. The position peaked at $26K in Q4 2021. 580 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

Cedar Mountain Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
Cedar Mountain Advisors sold 261 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $12.1K.
Cedar Mountain Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 17 quarters.
Cedar Mountain Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $26K in Q4 2021.
580 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on Cedar Mountain Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.