Axxcess Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
30,830
+766
| +3% | +$35.5K | 0.03% | 345 |
|
|
2025
Q1 | $1.39M | Sell |
30,064
-14,746
| -33% | -$683K | 0.04% | 319 |
|
|
2024
Q4 | $2.03M | Buy |
44,810
+2,367
| +6% | +$107K | 0.05% | 267 |
|
|
2024
Q3 | $2M | Buy |
42,443
+7,418
| +21% | +$350K | 0.05% | 265 |
|
|
2024
Q2 | $1.59M | Sell |
35,025
-3,706
| -10% | -$168K | 0.04% | 291 |
|
|
2024
Q1 | $1.77M | Buy |
38,731
+6,672
| +21% | +$304K | 0.05% | 267 |
|
|
2023
Q4 | $1.49M | Sell |
32,059
-563
| -2% | -$26.1K | 0.04% | 281 |
|
|
2023
Q3 | $1.43M | Buy |
32,622
+32
| +0.1% | +$1.4K | 0.05% | 256 |
|
|
2023
Q2 | $1.5M | Buy |
+32,590
| New | +$1.5M | 0.11% | 169 |
|