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

Orgel 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
2020
Q2 		– Sell
-6,166
Closed -$336K – 52
2020
Q1 		$336K Buy
+6,166
New +$330K 0.13% 26

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Orgel Wealth Management's VMBS Position: Q2 2020 in Review

Orgel Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2020, closing a stake of 6,166 shares — an estimated $336K sold.

Orgel Wealth Management first reported a position in VMBS in Q1 2020 and held it in 1 quarter. The position peaked at $336K in Q1 2020. 400 funds tracked by Wall St. Rank hold VMBS as of Q2 2020.

  • Orgel Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2020 after selling out during the quarter.
  • Orgel Wealth Management sold 6,166 Vanguard Mortgage-Backed Securities ETF shares in Q2 2020, an estimated $336K.
  • Orgel Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and held it in 1 quarter.
  • Orgel Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $336K in Q1 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2020.

Based on Orgel Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.