Avior Wealth Management’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
Q1
Sell
2024
Q4
$76.1K Sell
2024
Q3
$85.9K Sell
2024
Q2
$161K Buy
2024
Q1
$143K Buy
2023
Q4
$89.1K Sell
2023
Q3
$471K Buy
2023
Q2
$441K Buy
2023
Q1
$64.2K Buy
2022
Q4
$62.6K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$183K Buy
2021
Q4
Sell
2021
Q3
$7K Buy
2021
Q2
$2K Buy
2021
Q1
Sell
2020
Q4
$41K Buy