AWM
Accel Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
22,391
+879
| +4% | +$40.7K | 0.35% | 71 |
|
|
2025
Q1 | $996K | Sell |
21,512
-1,461
| -6% | -$67.7K | 0.36% | 75 |
|
|
2024
Q4 | $1.04M | Buy |
22,973
+3,739
| +19% | +$170K | 0.39% | 63 |
|
|
2024
Q3 | $908K | Buy |
+19,234
| New | +$908K | 0.34% | 74 |
|
|
2023
Q2 | – | Sell |
-1,146
| Closed | -$53.3K | – | 847 |
|
|
2023
Q1 | $53.3K | Sell |
1,146
-157
| -12% | -$7.31K | 0.02% | 462 |
|
|
2022
Q4 | $59.3K | Buy |
1,303
+162
| +14% | +$7.38K | 0.03% | 328 |
|
|
2022
Q3 | $52K | Buy |
1,141
+1
| +0.1% | +$46 | 0.03% | 356 |
|
|
2022
Q2 | $55K | Buy |
1,140
+2
| +0.2% | +$96 | 0.03% | 330 |
|
|
2022
Q1 | $57K | Buy |
1,138
+1
| +0.1% | +$50 | 0.03% | 344 |
|
|
2021
Q4 | $60K | Sell |
1,137
-2,340
| -67% | -$123K | 0.03% | 350 |
|
|
2021
Q3 | $185K | Sell |
3,477
-330
| -9% | -$17.6K | 0.12% | 144 |
|
|
2021
Q2 | $203K | Sell |
3,807
-5
| -0.1% | -$267 | 0.13% | 143 |
|
|
2021
Q1 | $203K | Buy |
3,812
+2,710
| +246% | +$144K | 0.16% | 132 |
|
|
2020
Q4 | $60K | Buy |
+1,102
| New | +$60K | 0.06% | 268 |
|