Avidian Wealth Enterprises’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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