JFS Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$843	Buy	+18	New	+$842	﹤0.01%	1848
2022 Q1	–	Sell	-171	Closed	-$9K	–	1983
2021 Q4	$9K	Buy	+171	New	+$9.06K	﹤0.01%	711
2018 Q4	–	Sell	-767	Closed	-$39K	–	534
2018 Q3	$39K	Hold	767	–	–	0.01%	263
2018 Q2	$39K	Hold	767	–	–	0.01%	257
2018 Q1	$40K	Hold	767	–	–	0.01%	263
2017 Q4	$40K	Hold	767	–	–	0.01%	270
2017 Q3	$40K	Hold	767	–	–	0.01%	261
2017 Q2	$40K	Hold	767	–	–	0.01%	240
2017 Q1	$40K	Hold	767	–	–	0.01%	243
2016 Q4	$40K	Buy	+767	New	+$40.7K	0.01%	243

Other funds holding VMBS

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

DiPaolo Financial Group Lutz, Florida $153M AUM

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return