Comprehensive Financial Consultants Institutional’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Comprehensive Financial Consultants Institutional’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	-199	Closed	-$10K	–	488
2021 Q4	$10K	Buy	+199	New	+$10.5K	0.01%	344

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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VMBS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 199 shares — an estimated $10K sold.

Comprehensive Financial Consultants Institutional first reported a position in VMBS in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 199 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $10K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Vanguard Mortgage-Backed Securities ETF position peaked at $10K in Q4 2021.
531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.