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Mirador Capital Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Mirador Capital 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
2019
Q4 		– Sell
-6,467
Closed -$344K – 189
2019
Q3 		$344K Buy
+6,467
New +$343K 0.15% 129
2018
Q1 		– Sell
-11,993
Closed -$629K – 133
2017
Q4 		$629K Buy
11,993
+4,755
+66% +$250K 0.34% 72
2017
Q3 		$382K Buy
+7,238
New +$382K 0.22% 90

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Mirador Capital Partners's VMBS Position: Q4 2019 in Review

Mirador Capital Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2019, closing a stake of 6,467 shares — an estimated $344K sold.

Mirador Capital Partners first reported a position in VMBS in Q3 2017 and held it in 3 quarters. The position peaked at $629K in Q4 2017. 372 funds tracked by Wall St. Rank hold VMBS as of Q4 2019.

  • Mirador Capital Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Mirador Capital Partners sold 6,467 Vanguard Mortgage-Backed Securities ETF shares in Q4 2019, an estimated $344K.
  • Mirador Capital Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2017 and held it in 3 quarters.
  • Mirador Capital Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $629K in Q4 2017.
  • 372 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2019.

Based on Mirador Capital Partners's 13F filing for Q4 2019, filed 17 Jan 2020.