Godsey & Gibb Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Godsey & Gibb Inc’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
2022 Q2	–	Sell	-158	Closed	-$8K	–	170
2022 Q1	$8K	Buy	+158	New	+$8.11K	﹤0.01%	89
2021 Q3	–	Sell	-158	Closed	-$8K	–	137
2021 Q2	$8K	Buy	+158	New	+$8.45K	﹤0.01%	75

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Godsey & Gibb Inc's VMBS Position: Q2 2022 in Review

Godsey & Gibb Inc sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2022, closing a stake of 158 shares — an estimated $8K sold.

Godsey & Gibb Inc first reported a position in VMBS in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 524 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

Godsey & Gibb Inc reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
Godsey & Gibb Inc sold 158 Vanguard Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $8K.
Godsey & Gibb Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and held it in 2 quarters.
Godsey & Gibb Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $8K in Q1 2022.
524 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

Based on Godsey & Gibb Inc's 13F filing for Q2 2022, filed 25 Jul 2022.