AE Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Sell |
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2025
Q1 | $41.4M | Sell |
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2024
Q4 | $43.1M | Buy |
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2024
Q3 | $43.9M | Buy |
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2024
Q2 | $39.7M | Buy |
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2024
Q1 | $38.8M | Sell |
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2023
Q4 | $106M | Buy |
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2023
Q3 | $99M | Buy |
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2023
Q2 | $101M | Buy |
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2023
Q1 | $94.8M | Buy |
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2022
Q4 | $92.7M | Sell |
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2022
Q3 | $98M | Sell |
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2022
Q2 | $109M | Sell |
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2022
Q1 | $132M | Sell |
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2021
Q4 | $146M | Buy |
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2021
Q3 | $143M | Sell |
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2021
Q2 | $143M | Buy |
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2021
Q1 | $130M | Buy |
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2020
Q4 | $112M | Buy |
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2020
Q3 | $101M | Buy |
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2020
Q2 | $85.5M | Buy |
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2020
Q1 | $69.8M | Sell |
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2019
Q4 | $72.5M | Buy |
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2019
Q3 | $63.4M | Buy |
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2019
Q2 | $61.5M | Buy |
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2019
Q1 | $24.3M | Buy |
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2018
Q4 | $1.08M | Sell |
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2018
Q3 | $34.9M | Buy |
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2018
Q2 | $32.1M | Buy |
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2018
Q1 | $27M | Buy |
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2017
Q4 | $22.7M | Buy |
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2017
Q3 | $20.5M | Buy |
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2017
Q2 | $15M | Buy |
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2017
Q1 | $1.42M | Buy |
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2016
Q4 | $489K | Buy |
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