Peoples Bank (Ohio)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Peoples Bank (Ohio)’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 Q3	–	Sell	-22,466	Closed	-$1.22M	–	99
2020 Q2	$1.22M	Sell	22,466 -42	-0.2%	-$2.29K	0.86%	25
2020 Q1	$1.23M	Sell	22,508 -3,173	-12%	-$170K	1.01%	21
2019 Q4	$1.36M	Sell	25,681 -18,750	-42%	-$997K	0.84%	23
2019 Q3	$2.37M	Sell	44,431 -12,426	-22%	-$659K	1.52%	15
2019 Q2	$3M	Buy	56,857 +1,788	+3%	+$93.5K	1.9%	14
2019 Q1	$2.88M	Sell	55,069 -9,843	-15%	-$510K	1.82%	14
2018 Q4	$3.34M	Sell	64,912 -13,949	-18%	-$708K	2.25%	12
2018 Q3	$4.02M	Buy	78,861 +2,561	+3%	+$131K	2.32%	11
2018 Q2	$3.92M	Buy	+76,300	New	+$3.91M	2.28%	12

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peoples Bank (Ohio)'s VMBS Position: Q3 2020 in Review

Peoples Bank (Ohio) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2020, closing a stake of 22,466 shares — an estimated $1.22M sold.

Peoples Bank (Ohio) first reported a position in VMBS in Q2 2018 and held it in 9 quarters. The position peaked at $4.02M in Q3 2018. 411 funds tracked by Wall St. Rank hold VMBS as of Q3 2020.

Peoples Bank (Ohio) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2020 after selling out during the quarter.
Peoples Bank (Ohio) sold 22,466 Vanguard Mortgage-Backed Securities ETF shares in Q3 2020, an estimated $1.22M.
Peoples Bank (Ohio) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2018 and held it in 9 quarters.
Peoples Bank (Ohio)'s Vanguard Mortgage-Backed Securities ETF position peaked at $4.02M in Q3 2018.
411 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2020.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2020, filed 23 Oct 2020.