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 |
|