McKinley Carter Wealth Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

McKinley Carter Wealth Services’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
2021 Q4	–	Sell	-6,593	Closed	-$351K	–	296
2021 Q3	$351K	Sell	6,593 -800	-11%	-$42.8K	0.03%	222
2021 Q2	$395K	Sell	7,393 -1,021	-12%	-$54.6K	0.03%	215
2021 Q1	$449K	Sell	8,414 -516	-6%	-$27.8K	0.04%	196
2020 Q4	$483K	Buy	+8,930	New	+$483K	0.06%	166

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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

McKinley Carter Wealth Services's VMBS Position: Q4 2021 in Review

McKinley Carter Wealth Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2021, closing a stake of 6,593 shares — an estimated $351K sold.

McKinley Carter Wealth Services first reported a position in VMBS in Q4 2020 and held it in 4 quarters. The position peaked at $483K in Q4 2020. 539 funds tracked by Wall St. Rank hold VMBS as of Q4 2021.

McKinley Carter Wealth Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
McKinley Carter Wealth Services sold 6,593 Vanguard Mortgage-Backed Securities ETF shares in Q4 2021, an estimated $351K.
McKinley Carter Wealth Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 4 quarters.
McKinley Carter Wealth Services's Vanguard Mortgage-Backed Securities ETF position peaked at $483K in Q4 2020.
539 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2021, filed 7 Feb 2022.