CWA
VMBS icon

Clearview Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clearview Wealth 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
2022
Q1 		– Sell
-1,190
Closed -$63K – 698
2021
Q4 		$63K Sell
1,190
-200
-14% -$10.6K 0.04% 209
2021
Q3 		$74K Hold
1,390
– – 0.05% 197
2021
Q2 		$74K Sell
1,390
-540
-28% -$28.9K 0.05% 205
2021
Q1 		$103K Sell
1,930
-18,581
-91% -$1,000K 0.07% 153
2020
Q4 		$1.11M Buy
+20,511
New +$1.11M 0.74% 31

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Clearview Wealth Advisors's VMBS Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 1,190 shares — an estimated $63K sold.

Clearview Wealth Advisors first reported a position in VMBS in Q4 2020 and held it in 5 quarters. The position peaked at $1.11M in Q4 2020. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,190 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $63K.
  • Clearview Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.11M in Q4 2020.
  • 531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.