BOSSRA
B.O.S.S. Retirement Advisors’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 | – | Sell |
-27,322
| Closed | -$1.27M | – | 208 |
|
|
2025
Q1 | $1.27M | Sell |
27,322
-2,948
| -10% | -$137K | 0.37% | 59 |
|
|
2024
Q4 | $1.37M | Buy |
30,270
+25,133
| +489% | +$1.14M | 0.38% | 59 |
|
|
2024
Q3 | $243K | Buy |
+5,137
| New | +$243K | 0.05% | 189 |
|
|
2024
Q1 | – | Sell |
-19,083
| Closed | -$885K | – | 232 |
|
|
2023
Q4 | $885K | Sell |
19,083
-563
| -3% | -$26.1K | 0.17% | 157 |
|
|
2023
Q3 | $860K | Buy |
19,646
+2,641
| +16% | +$116K | 0.19% | 162 |
|
|
2023
Q2 | $782K | Buy |
17,005
+3,160
| +23% | +$145K | 0.17% | 165 |
|
|
2023
Q1 | $645K | Buy |
13,845
+846
| +7% | +$39.4K | 0.15% | 161 |
|
|
2022
Q4 | $592K | Buy |
+12,999
| New | +$592K | 0.15% | 164 |
|