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First Personal Financial Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

First Personal Financial Services’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
2023
Q2 		– Sell
-473
Closed -$22K – 406
2023
Q1 		$22K Buy
+473
New +$22K 0.01% 265

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JP Morgan Chase
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Bank of New York Mellon
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

First Personal Financial Services's VMBS Position: Q2 2023 in Review

First Personal Financial Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2023, closing a stake of 473 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in VMBS in Q1 2023 and held it in 1 quarter. The position peaked at $22K in Q1 2023. 537 funds tracked by Wall St. Rank hold VMBS as of Q2 2023.

  • First Personal Financial Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 473 Vanguard Mortgage-Backed Securities ETF shares in Q2 2023, an estimated $22K.
  • First Personal Financial Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard Mortgage-Backed Securities ETF position peaked at $22K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.