Atria Wealth Solutions’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 | $6.21M | Sell |
134,066
-334,905
| -71% | -$15.5M | 0.14% | 169 |
|
|
2025
Q1 | $21.7M | Sell |
468,971
-6,012
| -1% | -$278K | 0.26% | 83 |
|
|
2024
Q4 | $21.5M | Buy |
474,983
+28,902
| +6% | +$1.31M | 0.24% | 91 |
|
|
2024
Q3 | $21.1M | Buy |
446,081
+2,845
| +0.6% | +$134K | 0.23% | 94 |
|
|
2024
Q2 | $20.1M | Buy |
443,236
+8,778
| +2% | +$399K | 0.22% | 94 |
|
|
2024
Q1 | $19.8M | Buy |
434,458
+41,514
| +11% | +$1.89M | 0.22% | 96 |
|
|
2023
Q4 | $18.2M | Buy |
392,944
+16,280
| +4% | +$755K | 0.23% | 100 |
|
|
2023
Q3 | $16.5M | Sell |
376,664
-12,158
| -3% | -$532K | 0.23% | 96 |
|
|
2023
Q2 | $17.9M | Sell |
388,822
-19,232
| -5% | -$884K | 0.24% | 90 |
|
|
2023
Q1 | $19M | Sell |
408,054
-8,071
| -2% | -$376K | 0.28% | 80 |
|
|
2022
Q4 | $18.9M | Sell |
416,125
-8,257
| -2% | -$376K | 0.3% | 78 |
|
|
2022
Q3 | $19.1M | Buy |
424,382
+14,015
| +3% | +$632K | 0.33% | 66 |
|
|
2022
Q2 | $19.6M | Sell |
410,367
-3,265
| -0.8% | -$156K | 0.37% | 57 |
|
|
2022
Q1 | $20.7M | Buy |
+413,632
| New | +$20.7M | 0.34% | 57 |
|