Bogart Wealth LLC’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Buy
2025
Q2
$2.78K Hold
2025
Q1
$2.78K Hold
2024
Q4
$2.72K Hold
2024
Q3
$2.83K Hold
2024
Q2
$2.72K Hold
2024
Q1
$2.74K Hold
2023
Q4
$2.78K Hold
2023
Q3
$2.63K Hold
2023
Q2
$2.76K Hold
2023
Q1
$2.79K Hold
2022
Q4
$2.73K Sell
2022
Q3
$90K Hold
2022
Q2
$96K Buy
2022
Q1
$97K Sell
2021
Q4
$154K Hold
2021
Q3
$156K Buy
2021
Q2
$34K Buy