Center for Financial Planning’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
Q2 | – | Sell |
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|
2025
Q1 | $417 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $37.3K | Buy |
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|
2023
Q1 | $373 | Hold |
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|
2022
Q4 | $364 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $137K | Sell |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $179K | Hold |
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|
2021
Q1 | $179K | Hold |
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|
2020
Q4 | $181K | Hold |
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|
2020
Q3 | $182K | Hold |
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|
2020
Q2 | $182K | Buy |
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|
2020
Q1 | $69K | Sell |
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|
2019
Q4 | $146K | Buy |
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