YHB Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

YHB Investment 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
2022 Q3	–	Sell	-8,245	Closed	-$394K	–	291
2022 Q2	$394K	Hold	8,245	–	–	0.04%	204
2022 Q1	$413K	Sell	8,245 -7,913	-49%	-$406K	0.04%	207
2021 Q4	$854K	Sell	16,158 -24,235	-60%	-$1.28M	0.07%	175
2021 Q3	$2.15M	Sell	40,393 -49,197	-55%	-$2.63M	0.19%	115
2021 Q2	$4.78M	Sell	89,590 -38,085	-30%	-$2.04M	0.41%	64
2021 Q1	$6.84M	Buy	127,675 +61,595	+93%	+$3.31M	0.59%	48
2020 Q4	$3.57M	Buy	66,080 +23,620	+56%	+$1.28M	0.34%	75
2020 Q3	$2.3M	Buy	+42,460	New	+$2.31M	0.25%	95

Other funds holding VMBS

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

YHB Investment Advisors's VMBS Position: Q3 2022 in Review

YHB Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2022, closing a stake of 8,245 shares — an estimated $394K sold.

YHB Investment Advisors first reported a position in VMBS in Q3 2020 and held it in 8 quarters. The position peaked at $6.84M in Q1 2021. 499 funds tracked by Wall St. Rank hold VMBS as of Q3 2022.

YHB Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2022 after selling out during the quarter.
YHB Investment Advisors sold 8,245 Vanguard Mortgage-Backed Securities ETF shares in Q3 2022, an estimated $394K.
YHB Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and held it in 8 quarters.
YHB Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $6.84M in Q1 2021.
499 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2022.

Based on YHB Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.