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Patriot Investment Management Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-9
Closed -$425 – 387
2022
Q4 		$425 Buy
+9
New +$408 ﹤0.01% 404
2020
Q3 		– Sell
-51
Closed -$2.77K – 632
2020
Q2 		$2.77K Buy
+51
New +$2.78K ﹤0.01% 608

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Patriot Investment Management Group's VMBS Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2023, closing a stake of 9 shares — an estimated $425 sold.

Patriot Investment Management Group first reported a position in VMBS in Q2 2020 and held it in 2 quarters. The position peaked at $2.77K in Q2 2020. 515 funds tracked by Wall St. Rank hold VMBS as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 9 Vanguard Mortgage-Backed Securities ETF shares in Q1 2023, an estimated $425.
  • Patriot Investment Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Vanguard Mortgage-Backed Securities ETF position peaked at $2.77K in Q2 2020.
  • 515 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.