Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-49
| Closed | -$2K | – | 1164 |
|
|
2018
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1369 |
|
|
2018
Q2 | – | Sell |
-13,835
| Closed | -$714K | – | 1436 |
|
|
2018
Q1 | $714K | Hold |
13,835
| – | – | 0.06% | 137 |
|
|
2017
Q4 | $726K | Hold |
13,835
| – | – | 0.07% | 130 |
|
|
2017
Q3 | $730K | Hold |
13,835
| – | – | 0.06% | 151 |
|
|
2017
Q2 | $729K | Sell |
13,835
-369
| -3% | -$19.4K | 0.06% | 147 |
|
|
2017
Q1 | $746K | Buy |
14,204
+502
| +4% | +$26.4K | 0.07% | 138 |
|
|
2016
Q4 | $716K | Buy |
+13,702
| New | +$716K | 0.08% | 131 |
|