Advisornet Financial’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
$2.21M Buy
47,661
+846
+2% +$39.2K 0.14% 146
2025
Q1
$2.17M Sell
46,815
-558
-1% -$25.8K 0.16% 147
2024
Q4
$2.15M Sell
47,373
-2,861
-6% -$130K 0.18% 121
2024
Q3
$2.37M Buy
50,234
+1,195
+2% +$56.4K 0.18% 128
2024
Q2
$2.23M Sell
49,039
-997
-2% -$45.3K 0.2% 117
2024
Q1
$2.28M Buy
50,036
+250
+0.5% +$11.4K 0.22% 110
2023
Q4
$2.31M Buy
49,786
+2,794
+6% +$130K 0.21% 114
2023
Q3
$2.06M Buy
46,992
+7,698
+20% +$337K 0.19% 118
2023
Q2
$1.81M Buy
39,294
+10,583
+37% +$487K 0.15% 147
2023
Q1
$1.34M Buy
28,711
+28,700
+260,909% +$1.34M 0.12% 176
2022
Q4
$501 Sell
11
-1,138
-99% -$51.8K ﹤0.01% 2027
2022
Q3
$52K Buy
1,149
+949
+475% +$42.9K 0.01% 832
2022
Q2
$10K Sell
200
-2,277
-92% -$114K ﹤0.01% 1341
2022
Q1
$124K Sell
2,477
-88
-3% -$4.41K 0.01% 672
2021
Q4
$136K Buy
2,565
+3
+0.1% +$159 0.01% 693
2021
Q3
$137K Buy
2,562
+162
+7% +$8.66K 0.01% 683
2021
Q2
$128K Hold
2,400
0.01% 702
2021
Q1
$128K Hold
2,400
0.01% 681
2020
Q4
$130K Sell
2,400
-127
-5% -$6.88K 0.01% 614
2020
Q3
$137K Sell
2,527
-119,732
-98% -$6.49M 0.01% 589
2020
Q2
$6.65M Buy
122,259
+30,531
+33% +$1.66M 0.54% 39
2020
Q1
$5M Buy
91,728
+91,289
+20,795% +$4.98M 0.46% 51
2019
Q4
$23K Hold
439
﹤0.01% 1148
2019
Q3
$23K Buy
439
+210
+92% +$11K ﹤0.01% 1146
2019
Q2
$12K Buy
229
+102
+80% +$5.35K ﹤0.01% 1185
2019
Q1
$7K Sell
127
-38
-23% -$2.09K ﹤0.01% 1266
2018
Q4
$8K Hold
165
﹤0.01% 1157
2018
Q3
$8K Buy
165
+38
+30% +$1.84K ﹤0.01% 1197
2018
Q2
$7K Sell
127
-24
-16% -$1.32K ﹤0.01% 1235
2018
Q1
$8K Hold
151
﹤0.01% 1149
2017
Q4
$8K Buy
+151
New +$8K ﹤0.01% 1045