Altium Wealth Management’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
2018
Q4
Sell
-4,517
Closed -$230K 303
2018
Q3
$230K Sell
4,517
-4,069
-47% -$207K 0.04% 254
2018
Q2
$441K Sell
8,586
-342
-4% -$17.6K 0.12% 132
2018
Q1
$461K Hold
8,928
0.18% 91
2017
Q4
$468K Buy
+8,928
New +$468K 0.21% 82