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

USAdvisors 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
2019
Q3 		– Sell
-3,951
Closed -$209 – 66
2019
Q2 		$209 Buy
+3,951
New +$207K 0.09% 50

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

USAdvisors Wealth Management's VMBS Position: Q3 2019 in Review

USAdvisors Wealth Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2019, closing a stake of 3,951 shares — an estimated $209 sold.

USAdvisors Wealth Management first reported a position in VMBS in Q2 2019 and held it in 1 quarter. The position peaked at $209 in Q2 2019. 319 funds tracked by Wall St. Rank hold VMBS as of Q3 2019.

  • USAdvisors Wealth Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2019 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,951 Vanguard Mortgage-Backed Securities ETF shares in Q3 2019, an estimated $209.
  • USAdvisors Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2019 and held it in 1 quarter.
  • USAdvisors Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $209 in Q2 2019.
  • 319 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2019.

Based on USAdvisors Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.