Atticus 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-190
| Closed | -$8.67K | – | 572 |
|
2024
Q1 | $8.67K | Buy |
+190
| New | +$8.67K | ﹤0.01% | 408 |
|
2022
Q4 | – | Sell |
-2,522
| Closed | -$121K | – | 643 |
|
2022
Q3 | $121K | Hold |
2,522
| – | – | 0.06% | 149 |
|
2022
Q2 | $121K | Sell |
2,522
-7,938
| -76% | -$381K | 0.05% | 166 |
|
2022
Q1 | $524K | Buy |
+10,460
| New | +$524K | 0.19% | 85 |
|