BHPW
Beverly Hills Private Wealth’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 | $4.37M | Sell |
94,392
-255
| -0.3% | -$11.8K | 0.82% | 25 |
|
|
2025
Q1 | $4.38M | Sell |
94,647
-5,934
| -6% | -$275K | 0.87% | 24 |
|
|
2024
Q4 | $4.56M | Sell |
100,581
-3,439
| -3% | -$156K | 0.92% | 20 |
|
|
2024
Q3 | $4.91M | Sell |
104,020
-16,194
| -13% | -$765K | 0.99% | 19 |
|
|
2024
Q2 | $5.46M | Buy |
120,214
+10,943
| +10% | +$497K | 1.19% | 12 |
|
|
2024
Q1 | $4.98M | Buy |
+109,271
| New | +$4.98M | 1.15% | 17 |
|