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

Signature Wealth Management Group’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
-122
Closed -$6K – 287
2018
Q3 		$6K Hold
122
– – ﹤0.01% 240
2018
Q2 		$6K Hold
122
– – ﹤0.01% 237
2018
Q1 		$6K Hold
122
– – ﹤0.01% 235
2017
Q4 		$6K Buy
+122
New +$6.42K ﹤0.01% 242

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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Signature Wealth Management Group's VMBS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2018, closing a stake of 122 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in VMBS in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 266 funds tracked by Wall St. Rank hold VMBS as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 122 Vanguard Mortgage-Backed Securities ETF shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Vanguard Mortgage-Backed Securities ETF position peaked at $6K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.