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WR Wealth Planners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-128
Closed -$6.41K – 549
2022
Q1 		$6.41K Buy
+128
New +$6.57K ﹤0.01% 338

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WR Wealth Planners's VMBS Position: Q2 2022 in Review

WR Wealth Planners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2022, closing a stake of 128 shares — an estimated $6.41K sold.

WR Wealth Planners first reported a position in VMBS in Q1 2022 and held it in 1 quarter. The position peaked at $6.41K in Q1 2022. 524 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

  • WR Wealth Planners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 128 Vanguard Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $6.41K.
  • WR Wealth Planners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's Vanguard Mortgage-Backed Securities ETF position peaked at $6.41K in Q1 2022.
  • 524 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.