Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Proquility Private Wealth Partners »

Vanguard Mortgage Bkd Sects ETF shares owned by Proquility Private Wealth Partners

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Proquility Private Wealth Partners from 13F filings

Historical chart of Proquility Private Wealth Partners investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by Proquility Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Proquility Private Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$6.4M	138k	46.36
2022-12-31	$217k	4.8k	45.52

More positions owned by Proquility Private Wealth Partners

Ishares Tr Core Msci Eafe (IEFA)

Ishares Core Msci Emkt (IEMG)

Vanguard World Fds Inf Tech Etf (VGT)

Proshares Tr S&p 500 Dv Arist (NOBL)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Vanguard World Fds Industrial Etf (VIS)

Ishares Msci Eurzone Etf (EZU)

Vanguard Index Fds Small Cp Etf (VB)

Select Sector Spdr Tr Financial (XLF)

Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)

Select Sector Spdr Tr Communication (XLC)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

J P Morgan Exchange Traded F Betabuilders Dev (BBAX)

Select Sector Spdr Tr Energy (XLE)

View all positions for Proquility Private Wealth Partners

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory

Bank of America Corporation

Jpmorgan Chase & Co

Bank of New York Mellon

Assetmark

Stifel Financial

Envestnet Portfolio Solutions

Mather Group

Lincoln National

Charles Schwab Investment Management

AE Wealth Management

Advisor Group Holdings

Raymond James & Associates

Acropolis Investment Management

Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z