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

Paulson 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
-24,326
Closed -$1.23M – 135
2018
Q3 		$1.23M Buy
24,326
+4,434
+22% +$227K 1.1% 21
2018
Q2 		$1.02M Buy
19,892
+881
+5% +$45.1K 1.01% 27
2018
Q1 		$981K Buy
19,011
+1,824
+11% +$94.2K 0.98% 30
2017
Q4 		$901K Buy
+17,187
New +$905K 0.79% 35

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Paulson Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2018, closing a stake of 24,326 shares — an estimated $1.23M sold.

Paulson Wealth Management first reported a position in VMBS in Q4 2017 and held it in 4 quarters. The position peaked at $1.23M in Q3 2018. 266 funds tracked by Wall St. Rank hold VMBS as of Q4 2018.

  • Paulson Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 24,326 Vanguard Mortgage-Backed Securities ETF shares in Q4 2018, an estimated $1.23M.
  • Paulson Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and held it in 4 quarters.
  • Paulson Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.23M in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.