B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $623 | Buy |
13,035
+337
| +3% | +$16 | ﹤0.01% | 372 |
|
|
2022
Q1 | $636K | Buy |
12,698
+4,227
| +50% | +$212K | 0.05% | 290 |
|
|
2021
Q4 | $448K | Buy |
8,471
+57
| +0.7% | +$3.02K | 0.03% | 380 |
|
|
2021
Q3 | $448K | Buy |
8,414
+4,143
| +97% | +$221K | 0.03% | 365 |
|
|
2021
Q2 | $228K | Sell |
4,271
-284
| -6% | -$15.2K | 0.03% | 359 |
|
|
2021
Q1 | $243K | Buy |
+4,555
| New | +$243K | 0.03% | 326 |
|