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

Jamison Private 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
Q4 		– Sell
-173
Closed -$8.17K – 469
2024
Q3 		$8.17K Hold
173
– – ﹤0.01% 357
2024
Q2 		$7.86K Sell
173
-3,442
-95% -$155K ﹤0.01% 333
2024
Q1 		$165K Buy
+3,615
New +$165K 0.03% 186

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jamison Private Wealth Management's VMBS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 173 shares — an estimated $8.17K sold.

Jamison Private Wealth Management first reported a position in VMBS in Q1 2024 and held it in 3 quarters. The position peaked at $165K in Q1 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 173 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $8.17K.
  • Jamison Private Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $165K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.