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RDA Financial Network’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

RDA Financial Network’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
2019
Q4 		– Sell
-3,938
Closed -$210K – 262
2019
Q3 		$210K Buy
+3,938
New +$209K 0.09% 226

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RDA Financial Network's VMBS Position: Q4 2019 in Review

RDA Financial Network sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2019, closing a stake of 3,938 shares — an estimated $210K sold.

RDA Financial Network first reported a position in VMBS in Q3 2019 and held it in 1 quarter. The position peaked at $210K in Q3 2019. 372 funds tracked by Wall St. Rank hold VMBS as of Q4 2019.

  • RDA Financial Network reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2019 after selling out during the quarter.
  • RDA Financial Network sold 3,938 Vanguard Mortgage-Backed Securities ETF shares in Q4 2019, an estimated $210K.
  • RDA Financial Network first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2019 and held it in 1 quarter.
  • RDA Financial Network's Vanguard Mortgage-Backed Securities ETF position peaked at $210K in Q3 2019.
  • 372 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2019.

Based on RDA Financial Network's 13F filing for Q4 2019, filed 30 Jan 2020.