WealthShield’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

WealthShield’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
2017 Q4	$773K	Buy	+14,741	New	+$776K	0.47%	45

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

WealthShield's VMBS Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2017: 14,741 shares worth $773K. The stake represents 0.47% of the portfolio and ranks #45 among its holdings.

211 funds tracked by Wall St. Rank hold VMBS as of Q4 2017.

WealthShield held 14,741 shares of Vanguard Mortgage-Backed Securities ETF worth $773K as of Q4 2017.
Vanguard Mortgage-Backed Securities ETF was a new WealthShield position in Q4 2017.
Vanguard Mortgage-Backed Securities ETF made up 0.47% of WealthShield's portfolio in Q4 2017, its #45 holding.
211 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.