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

Hartford Financial 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
2019
Q1 		– Sell
-195
Closed -$10K – 390
2018
Q4 		$10K Hold
195
– – ﹤0.01% 310
2018
Q3 		$10K Buy
+195
New +$9.99K ﹤0.01% 321

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hartford Financial Management's VMBS Position: Q1 2019 in Review

Hartford Financial Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2019, closing a stake of 195 shares — an estimated $10K sold.

Hartford Financial Management first reported a position in VMBS in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 297 funds tracked by Wall St. Rank hold VMBS as of Q1 2019.

  • Hartford Financial Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2019 after selling out during the quarter.
  • Hartford Financial Management sold 195 Vanguard Mortgage-Backed Securities ETF shares in Q1 2019, an estimated $10K.
  • Hartford Financial Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2018 and held it in 2 quarters.
  • Hartford Financial Management's Vanguard Mortgage-Backed Securities ETF position peaked at $10K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2019.

Based on Hartford Financial Management's 13F filing for Q1 2019, filed 8 May 2019.