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Sonora Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sonora Investment 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
2021
Q1 		– Sell
-18
Closed -$1K – 1803
2020
Q4 		$1K Sell
18
-999
-98% -$54K ﹤0.01% 1652
2020
Q3 		$55K Buy
1,017
+1,009
+12,613% +$54.8K 0.01% 542
2020
Q2 		$0 Buy
8
+4
+100% +$218 ﹤0.01% 1887
2020
Q1 		$0 Buy
+4
New +$214 ﹤0.01% 1752
2019
Q4 		– Sell
-331
Closed -$18K – 1738
2019
Q3 		$18K Buy
331
+280
+549% +$14.8K ﹤0.01% 919
2019
Q2 		$3K Buy
+51
New +$2.67K ﹤0.01% 1526
2017
Q3 		– Sell
-461
Closed -$24.3K – 1225
2017
Q2 		$24.3K Buy
+461
New +$24.3K ﹤0.01% 485
2016
Q3 		– Sell
-242
Closed -$13K – 887
2016
Q2 		$13K Buy
+242
New +$13K ﹤0.01% 510

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return