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Gerber Kawasaki Wealth & Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed – – 1084
2021
Q3 		$0 Buy
+1
New +$53 ﹤0.01% 1237

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Envestnet Asset Management
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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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Gerber Kawasaki Wealth & Investment Management's VMBS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2021, closing a stake of 1 share.

Gerber Kawasaki Wealth & Investment Management first reported a position in VMBS in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 539 funds tracked by Wall St. Rank hold VMBS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Vanguard Mortgage-Backed Securities ETF share in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $0 in Q3 2021.
  • 539 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.