Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,224
| Closed | -$65K | – | 370 |
|
|
2021
Q1 | $65K | Sell |
1,224
-1,220
| -50% | -$64.8K | 0.04% | 169 |
|
|
2020
Q4 | $132K | Hold |
2,444
| – | – | 0.09% | 140 |
|
|
2020
Q3 | $133K | Hold |
2,444
| – | – | 0.1% | 129 |
|
|
2020
Q2 | $133K | Hold |
2,444
| – | – | 0.11% | 131 |
|
|
2020
Q1 | $133K | Hold |
2,444
| – | – | 0.12% | 130 |
|
|
2019
Q4 | $130K | Buy |
+2,444
| New | +$130K | 0.1% | 149 |
|