CPA
VMBS icon

Clear Perspective Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-60
Closed -$3K – 422
2018
Q2 		$3K Hold
60
– – ﹤0.01% 451
2018
Q1 		$3K Hold
60
– – ﹤0.01% 443
2017
Q4 		$3K Sell
60
-300
-83% -$15.8K ﹤0.01% 421
2017
Q3 		$19K Hold
360
– – 0.02% 293
2017
Q2 		$19K Hold
360
– – 0.02% 294
2017
Q1 		$19K Hold
360
– – 0.01% 275
2016
Q4 		$19K Buy
+360
New +$19.1K 0.01% 272

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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clear Perspective Advisors's VMBS Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2018, closing a stake of 60 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in VMBS in Q4 2016 and held it in 7 quarters. The position peaked at $19K in Q3 2017. 244 funds tracked by Wall St. Rank hold VMBS as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 60 Vanguard Mortgage-Backed Securities ETF shares in Q3 2018, an estimated $3K.
  • Clear Perspective Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $19K in Q3 2017.
  • 244 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.