AA Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
12,377
+3,551
| +40% | +$165K | 0.12% | 102 |
|
|
2025
Q1 | $409K | Buy |
8,826
+791
| +10% | +$36.6K | 0.1% | 113 |
|
|
2024
Q4 | $364K | Buy |
8,035
+1,638
| +26% | +$74.3K | 0.1% | 123 |
|
|
2024
Q3 | $302K | Buy |
6,397
+27
| +0.4% | +$1.28K | 0.09% | 136 |
|
|
2024
Q2 | $289K | Buy |
6,370
+343
| +6% | +$15.6K | 0.1% | 130 |
|
|
2024
Q1 | $275K | Buy |
6,027
+482
| +9% | +$22K | 0.11% | 132 |
|
|
2023
Q4 | $257K | Buy |
+5,545
| New | +$257K | 0.17% | 53 |
|