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 |
|