Annis Gardner Whiting Capital Advisors’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 | $21.3K | Sell |
459
-69
| -13% | -$3.2K | 0.01% | 558 |
|
|
2025
Q1 | $24.5K | Hold |
528
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $23.9K | Hold |
528
| – | – | 0.01% | 420 |
|
|
2024
Q3 | $24.9K | Buy |
528
+137
| +35% | +$6.47K | 0.01% | 437 |
|
|
2024
Q2 | $17.8K | Hold |
391
| – | – | 0.01% | 588 |
|
|
2024
Q1 | $17.8K | Hold |
391
| – | – | 0.01% | 577 |
|
|
2023
Q4 | $18.1K | Buy |
391
+19
| +5% | +$881 | 0.01% | 414 |
|
|
2023
Q3 | $16.3K | Buy |
+372
| New | +$16.3K | 0.01% | 413 |
|