Riggs Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Riggs Asset 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
2020 Q3	–	Sell	-53	Closed	-$2K	–	267
2020 Q2	$2K	Hold	53	–	–	﹤0.01%	229
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	233
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	254
2019 Q3	$2K	Hold	53	–	–	﹤0.01%	226
2019 Q2	$3K	Hold	53	–	–	﹤0.01%	231
2019 Q1	$2K	Hold	53	–	–	﹤0.01%	230
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	207
2018 Q3	$2K	Buy	+53	New	+$2.72K	﹤0.01%	222

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 22.9% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Riggs Asset Management's VMBS Position: Q3 2020 in Review

Riggs Asset Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2020, closing a stake of 53 shares — an estimated $2K sold.

Riggs Asset Management first reported a position in VMBS in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 411 funds tracked by Wall St. Rank hold VMBS as of Q3 2020.

Riggs Asset Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2020 after selling out during the quarter.
Riggs Asset Management sold 53 Vanguard Mortgage-Backed Securities ETF shares in Q3 2020, an estimated $2K.
Riggs Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2018 and held it in 8 quarters.
Riggs Asset Management's Vanguard Mortgage-Backed Securities ETF position peaked at $3K in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2020.

Based on Riggs Asset Management's 13F filing for Q3 2020, filed 13 Oct 2020.