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Freedman Financial Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Freedman Financial Associates’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
2021
Q2 		– Sell
-28
Closed -$1K – 501
2021
Q1 		$1K Buy
+28
New +$1.51K ﹤0.01% 458

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedman Financial Associates's VMBS Position: Q2 2021 in Review

Freedman Financial Associates sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

Freedman Financial Associates first reported a position in VMBS in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 478 funds tracked by Wall St. Rank hold VMBS as of Q2 2021.

  • Freedman Financial Associates reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 28 Vanguard Mortgage-Backed Securities ETF shares in Q2 2021, an estimated $1K.
  • Freedman Financial Associates first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Vanguard Mortgage-Backed Securities ETF position peaked at $1K in Q1 2021.
  • 478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.