AWMNH
Arcadia Wealth Management (New Hampshire)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
93,131
+2,730
| +3% | +$127K | 1.89% | 14 |
|
|
2025
Q1 | $4.19M | Buy |
90,401
+6,581
| +8% | +$305K | 2.07% | 13 |
|
|
2024
Q4 | $3.8M | Buy |
83,820
+2,842
| +4% | +$129K | 1.92% | 13 |
|
|
2024
Q3 | $3.82M | Buy |
80,978
+7,725
| +11% | +$365K | 2.01% | 10 |
|
|
2024
Q2 | $3.33M | Buy |
73,253
+12,063
| +20% | +$548K | 1.9% | 13 |
|
|
2024
Q1 | $2.79M | Buy |
61,190
+5,668
| +10% | +$259K | 1.72% | 13 |
|
|
2023
Q4 | $2.57M | Buy |
55,522
+3,541
| +7% | +$164K | 1.79% | 15 |
|
|
2023
Q3 | $2.28M | Buy |
51,981
+2,956
| +6% | +$129K | 1.78% | 15 |
|
|
2023
Q2 | $2.25M | Sell |
49,025
-20,347
| -29% | -$936K | 1.66% | 15 |
|
|
2023
Q1 | $3.23M | Buy |
69,372
+5,016
| +8% | +$233K | 2.68% | 12 |
|
|
2022
Q4 | $2.93M | Buy |
+64,356
| New | +$2.93M | 2.57% | 13 |
|