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Smith Salley Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Smith Salley Wealth 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
2022
Q4 		– Sell
-8,448
Closed -$381K – 228
2022
Q3 		$381K Buy
+8,448
New +$402K 0.04% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Smith Salley Wealth Management's VMBS Position: Q4 2022 in Review

Smith Salley Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2022, closing a stake of 8,448 shares — an estimated $381K sold.

Smith Salley Wealth Management first reported a position in VMBS in Q3 2022 and held it in 1 quarter. The position peaked at $381K in Q3 2022. 526 funds tracked by Wall St. Rank hold VMBS as of Q4 2022.

  • Smith Salley Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,448 Vanguard Mortgage-Backed Securities ETF shares in Q4 2022, an estimated $381K.
  • Smith Salley Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2022 and held it in 1 quarter.
  • Smith Salley Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $381K in Q3 2022.
  • 526 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2022.

Based on Smith Salley Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.