AWS
AJ Wealth Strategies’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.73M | Sell |
189,780
-2,077
| -1% | -$95.5K | 0.42% | 45 |
|
|
2023
Q1 | $8.93M | Sell |
191,857
-479
| -0.2% | -$22.3K | 0.47% | 35 |
|
|
2022
Q4 | $8.76M | Buy |
192,336
+176,269
| +1,097% | +$8.02M | 0.46% | 37 |
|
|
2022
Q3 | $724K | Hold |
16,067
| – | – | 0.04% | 151 |
|
|
2022
Q2 | $768K | Buy |
+16,067
| New | +$768K | 0.04% | 149 |
|