FFWM
VMBS icon

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

Future Financial 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
2024
Q2 		– Sell
-473
Closed -$21.6K – 459
2024
Q1 		$21.6K Buy
+473
New +$21.6K 0.02% 337

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's VMBS Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 473 shares — an estimated $21.6K sold.

Future Financial Wealth Management first reported a position in VMBS in Q1 2024 and held it in 1 quarter. The position peaked at $21.6K in Q1 2024. 584 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 473 Vanguard Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $21.6K.
  • Future Financial Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and held it in 1 quarter.
  • Future Financial Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $21.6K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.