LifePro Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

LifePro Asset 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 Q3	$421K	Buy	8,925 +1	+0%	+$47	0.26%	88
2024 Q2	$405K	Buy	8,924 +522	+6%	+$23.5K	0.29%	74
2024 Q1	$383K	Buy	8,402 +1,110	+15%	+$50.6K	0.25%	85
2023 Q4	$338K	Buy	7,292 +132	+2%	+$5.83K	0.26%	80
2023 Q3	$313K	Buy	+7,160	New	+$323K	0.26%	78

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePro Asset Management's VMBS Position: Q3 2024 in Review

LifePro Asset Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.01% in Q3 2024, buying an estimated $47 and bringing the position to 8,925 shares worth $421K. The position accounts for 0.26% of the portfolio, ranked #88.

LifePro Asset Management first reported a position in VMBS in Q3 2023 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold VMBS as of Q3 2024.

LifePro Asset Management held 8,925 shares of Vanguard Mortgage-Backed Securities ETF worth $421K as of Q3 2024.
LifePro Asset Management bought 1 Vanguard Mortgage-Backed Securities ETF share in Q3 2024, an estimated $47.
Vanguard Mortgage-Backed Securities ETF made up 0.26% of LifePro Asset Management's portfolio in Q3 2024, its #88 holding.
LifePro Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and has held it in 5 quarters since.
592 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.