Boltwood Capital 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
Q3 | – | Sell |
-7,058
| Closed | -$325K | – | 162 |
|
|
2023
Q2 | $325K | Buy |
7,058
+358
| +5% | +$16.5K | 0.12% | 130 |
|
|
2023
Q1 | $312K | Hold |
6,700
| – | – | 0.12% | 130 |
|
|
2022
Q4 | $305K | Sell |
6,700
-14,075
| -68% | -$641K | 0.12% | 125 |
|
|
2022
Q3 | $937K | Sell |
20,775
-20,535
| -50% | -$926K | 0.43% | 65 |
|
|
2022
Q2 | $1.98M | Sell |
41,310
-14,890
| -26% | -$712K | 0.85% | 35 |
|
|
2022
Q1 | $2.82M | Buy |
+56,200
| New | +$2.82M | 1.09% | 25 |
|