AWA
Acorn Wealth Advisors’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 | $385K | Buy |
+8,312
| New | +$385K | 0.14% | 142 |
|
|
2022
Q3 | – | Sell |
-4,492
| Closed | -$215K | – | 165 |
|
|
2022
Q2 | $215K | Sell |
4,492
-945
| -17% | -$45.2K | 0.17% | 149 |
|
|
2022
Q1 | $272K | Sell |
5,437
-1,478
| -21% | -$73.9K | 0.19% | 137 |
|
|
2021
Q4 | $365K | Buy |
6,915
+23
| +0.3% | +$1.21K | 0.23% | 105 |
|
|
2021
Q3 | $367K | Buy |
6,892
+194
| +3% | +$10.3K | 0.26% | 98 |
|
|
2021
Q2 | $357K | Buy |
6,698
+1,108
| +20% | +$59.1K | 0.25% | 100 |
|
|
2021
Q1 | $298K | Buy |
+5,590
| New | +$298K | 0.21% | 111 |
|