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

Gupta 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
2016 Q1	$0	Buy	+4	New	+$213	﹤0.01%	1287

Other funds holding VMBS

CSIA

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFS

Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Gupta Wealth Management's VMBS Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2016: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

120 funds tracked by Wall St. Rank hold VMBS as of Q1 2016.

Gupta Wealth Management held 4 shares of Vanguard Mortgage-Backed Securities ETF worth $0 as of Q1 2016.
Vanguard Mortgage-Backed Securities ETF was a new Gupta Wealth Management position in Q1 2016.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1287 holding.
120 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.