Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $247K | Buy |
4,676
+18
| +0.4% | +$951 | 0.11% | 69 |
|
|
2021
Q3 | $248K | Buy |
4,658
+12
| +0.3% | +$639 | 0.12% | 70 |
|
|
2021
Q2 | $248K | Sell |
4,646
-38,241
| -89% | -$2.04M | 0.12% | 69 |
|
|
2021
Q1 | $2.29M | Buy |
42,887
+4,703
| +12% | +$251K | 1.05% | 22 |
|
|
2020
Q4 | $2.07M | Buy |
38,184
+239
| +0.6% | +$12.9K | 0.99% | 21 |
|
|
2020
Q3 | $2.06M | Buy |
37,945
+157
| +0.4% | +$8.52K | 0.89% | 24 |
|
|
2020
Q2 | $2.06M | Buy |
37,788
+218
| +0.6% | +$11.9K | 0.89% | 20 |
|
|
2020
Q1 | $2.05M | Buy |
37,570
+18,770
| +100% | +$1.02M | 1.01% | 18 |
|
|
2019
Q4 | $1.01M | Buy |
+18,800
| New | +$1.01M | 0.42% | 37 |
|