Avidian Wealth Enterprises’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 | $561K | Buy |
12,115
+2,968
| +32% | +$138K | 0.02% | 307 |
|
|
2025
Q1 | $424K | Sell |
9,147
-77
| -0.8% | -$3.57K | 0.02% | 342 |
|
|
2024
Q4 | $418K | Sell |
9,224
-1,619
| -15% | -$73.4K | 0.02% | 331 |
|
|
2024
Q3 | $512K | Buy |
10,843
+189
| +2% | +$8.92K | 0.02% | 292 |
|
|
2024
Q2 | $484K | Buy |
10,654
+2,012
| +23% | +$91.3K | 0.02% | 293 |
|
|
2024
Q1 | $394K | Sell |
8,642
-40,677
| -82% | -$1.86M | 0.02% | 303 |
|
|
2023
Q4 | $2.29M | Buy |
+49,319
| New | +$2.29M | 0.14% | 97 |
|
|
2023
Q1 | – | Sell |
-44,755
| Closed | -$2.04M | – | 505 |
|
|
2022
Q4 | $2.04M | Buy |
+44,755
| New | +$2.04M | 0.13% | 121 |
|
|
2022
Q3 | – | Sell |
-22,971
| Closed | -$1.1M | – | 468 |
|
|
2022
Q2 | $1.1M | Sell |
22,971
-3,070
| -12% | -$147K | 0.08% | 153 |
|
|
2022
Q1 | $1.31M | Sell |
26,041
-6,967
| -21% | -$349K | 0.08% | 154 |
|
|
2021
Q4 | $1.74M | Buy |
+33,008
| New | +$1.74M | 0.11% | 127 |
|