Asset Dedication LLC’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 | $65.3K | Buy |
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|
2025
Q1 | $26.2K | Hold |
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|
2024
Q4 | $25.6K | Hold |
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|
2024
Q3 | $26.7K | Hold |
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|
2024
Q2 | $25.7K | Buy |
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|
2024
Q1 | $1K | Hold |
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|
2023
Q4 | $1K | Sell |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Buy |
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