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Beese Fulmer Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Beese Fulmer Investment Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,319
Closed -$281K – 247
2021
Q4 		$281K Hold
5,319
– – 0.03% 195
2021
Q3 		$283K Buy
5,319
+1,355
+34% +$72.4K 0.03% 192
2021
Q2 		$212K Buy
3,964
+26
+0.7% +$1.39K 0.02% 211
2021
Q1 		$210K Buy
+3,938
New +$212K 0.03% 209
2020
Q3 		– Sell
-1,446
Closed -$79K – 537
2020
Q2 		$79K Buy
+1,446
New +$78.7K 0.01% 268

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