Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78K | Hold |
60
| – | – | ﹤0.01% | 1039 |
|
|
2025
Q1 | $2.78K | Hold |
60
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q4 | $2.72K | Hold |
60
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q3 | $2.83K | Hold |
60
| – | – | ﹤0.01% | 922 |
|
|
2024
Q2 | $2.72K | Hold |
60
| – | – | ﹤0.01% | 883 |
|
|
2024
Q1 | $2.74K | Hold |
60
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $2.78K | Hold |
60
| – | – | ﹤0.01% | 853 |
|
|
2023
Q3 | $2.63K | Hold |
60
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $2.76K | Hold |
60
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $2.79K | Hold |
60
| – | – | ﹤0.01% | 841 |
|
|
2022
Q4 | $2.73K | Sell |
60
-1,945
| -97% | -$88.5K | ﹤0.01% | 764 |
|
|
2022
Q3 | $90K | Hold |
2,005
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $96K | Buy |
2,005
+60
| +3% | +$2.87K | 0.01% | 214 |
|
|
2022
Q1 | $97K | Sell |
1,945
-975
| -33% | -$48.6K | 0.01% | 213 |
|
|
2021
Q4 | $154K | Hold |
2,920
| – | – | 0.01% | 168 |
|
|
2021
Q3 | $156K | Buy |
2,920
+2,284
| +359% | +$122K | 0.02% | 164 |
|
|
2021
Q2 | $34K | Buy |
+636
| New | +$34K | ﹤0.01% | 280 |
|