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Life Planning Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-275
Closed -$12.7K – 239
2023
Q4 		$12.7K Buy
+275
New +$12.2K 0.01% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Life Planning Partners's VMBS Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 275 shares — an estimated $12.7K sold.

Life Planning Partners first reported a position in VMBS in Q4 2023 and held it in 1 quarter. The position peaked at $12.7K in Q4 2023. 581 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 275 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $12.7K.
  • Life Planning Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $12.7K in Q4 2023.
  • 581 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.