AWM
Accurate 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 | $2.8M | Buy |
60,836
+1,179
| +2% | +$54.3K | 0.43% | 55 |
|
|
2025
Q1 | $2.7M | Buy |
59,657
+4,116
| +7% | +$186K | 0.51% | 50 |
|
|
2024
Q4 | $2.49M | Buy |
55,541
+11,384
| +26% | +$510K | 0.48% | 58 |
|
|
2024
Q3 | $2.06M | Buy |
44,157
+10,735
| +32% | +$500K | 0.41% | 65 |
|
|
2024
Q2 | $1.53M | Sell |
33,422
-1,625
| -5% | -$74.5K | 0.37% | 70 |
|
|
2024
Q1 | $1.55M | Buy |
35,047
+3,193
| +10% | +$142K | 0.45% | 61 |
|
|
2023
Q4 | $1.47M | Buy |
31,854
+548
| +2% | +$25.3K | 0.46% | 62 |
|
|
2023
Q3 | $1.34M | Buy |
31,306
+15,598
| +99% | +$667K | 0.42% | 65 |
|
|
2023
Q2 | $721K | Buy |
+15,708
| New | +$721K | 0.22% | 93 |
|
|
2023
Q1 | – | Sell |
-2,173
| Closed | -$101K | – | 1422 |
|
|
2022
Q4 | $101K | Buy |
+2,173
| New | +$101K | 0.04% | 311 |
|