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MinichMacGregor Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-114
Closed -$5K – 505
2018
Q3 		$5K Hold
114
– – ﹤0.01% 399
2018
Q2 		$5K Buy
+114
New +$5.84K ﹤0.01% 393

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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MinichMacGregor Wealth Management's VMBS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2018, closing a stake of 114 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in VMBS in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 266 funds tracked by Wall St. Rank hold VMBS as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 114 Vanguard Mortgage-Backed Securities ETF shares in Q4 2018, an estimated $5K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $5K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.