Leicht Financial Planning & Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-25,941	Closed	-$1.41M	–	60
2020 Q1	$1.41M	Sell	25,941 -108,477	-81%	-$5.8M	1.37%	17
2019 Q4	$7.15M	Buy	134,418 +39,532	+42%	+$2.1M	6.51%	3
2019 Q3	$5.05M	Buy	94,886 +67,031	+241%	+$3.55M	4.83%	6
2019 Q2	$1.47M	Buy	+27,855	New	+$1.46M	1.44%	21

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's VMBS Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2020, closing a stake of 25,941 shares — an estimated $1.41M sold.

Leicht Financial Planning & Wealth Management first reported a position in VMBS in Q2 2019 and held it in 4 quarters. The position peaked at $7.15M in Q4 2019. 400 funds tracked by Wall St. Rank hold VMBS as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 25,941 Vanguard Mortgage-Backed Securities ETF shares in Q2 2020, an estimated $1.41M.
Leicht Financial Planning & Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $7.15M in Q4 2019.
400 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.