Baystate 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
2023
Q4
$9.14K Buy
197
+3
+2% +$139 ﹤0.01% 743
2023
Q3
$8.52K Buy
194
+1
+0.5% +$44 ﹤0.01% 611
2023
Q2
$8.88K Buy
+193
New +$8.88K ﹤0.01% 594
2022
Q3
Sell
-11
Closed -$1K 1028
2022
Q2
$1K Hold
11
﹤0.01% 881
2022
Q1
$1K Sell
11
-8
-42% -$727 ﹤0.01% 861
2021
Q4
$1K Buy
+19
New +$1K ﹤0.01% 856