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Summit Financial Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Summit Financial Wealth Advisors’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
-4,232
Closed -$213K – 149
2018
Q3 		$213K Buy
4,232
+331
+8% +$17K 0.06% 133
2018
Q2 		$201K Hold
3,901
– – 0.07% 129
2018
Q1 		$201K Buy
+3,901
New +$202K 0.07% 138

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

Summit Financial Wealth Advisors's VMBS Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2018, closing a stake of 4,232 shares — an estimated $213K sold.

Summit Financial Wealth Advisors first reported a position in VMBS in Q1 2018 and held it in 3 quarters. The position peaked at $213K in Q3 2018. 266 funds tracked by Wall St. Rank hold VMBS as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,232 Vanguard Mortgage-Backed Securities ETF shares in Q4 2018, an estimated $213K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2018 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $213K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.