Physician Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Physician Wealth Advisors’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
2022 Q1	–	Sell	-3,917	Closed	-$205K	–	168
2021 Q4	$205K	Buy	+3,917	New	+$208K	0.05%	156
2021 Q2	–	Sell	-4,015	Closed	-$214K	–	155
2021 Q1	$214K	Buy	4,015 +15	+0.4%	+$807	0.07%	134
2020 Q4	$216K	Buy	+4,000	New	+$216K	0.07%	133
2020 Q3	–	Sell	-3,702	Closed	-$202K	–	133
2020 Q2	$202K	Buy	+3,702	New	+$202K	0.08%	129
2020 Q1	–	Sell	-9,326	Closed	-$497K	–	128
2019 Q4	$497K	Buy	9,326 +5	+0.1%	+$266	0.22%	60
2019 Q3	$497K	Buy	+9,321	New	+$494K	0.24%	59

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Physician Wealth Advisors's VMBS Position: Q1 2022 in Review

Physician Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 3,917 shares — an estimated $205K sold.

Physician Wealth Advisors first reported a position in VMBS in Q3 2019 and held it in 6 quarters. The position peaked at $497K in Q4 2019. 530 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

Physician Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
Physician Wealth Advisors sold 3,917 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $205K.
Physician Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2019 and held it in 6 quarters.
Physician Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $497K in Q4 2019.
530 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

Based on Physician Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.