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Doyle Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Doyle 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
2019
Q1 		– Sell
-30
Closed -$2K – 731
2018
Q4 		$2K Buy
+30
New +$1.52K ﹤0.01% 807

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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Doyle Wealth Management's VMBS Position: Q1 2019 in Review

Doyle Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in VMBS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 297 funds tracked by Wall St. Rank hold VMBS as of Q1 2019.

  • Doyle Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 30 Vanguard Mortgage-Backed Securities ETF shares in Q1 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $2K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.