Certus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
47,029
+2,289
| +5% | +$106K | 1.4% | 20 |
|
|
2025
Q1 | $2.04M | Sell |
44,740
-3,354
| -7% | -$153K | 1.38% | 19 |
|
|
2024
Q4 | $2.19M | Buy |
48,094
+570
| +1% | +$26K | 1.47% | 16 |
|
|
2024
Q3 | $2.24M | Sell |
47,524
-4,448
| -9% | -$210K | 1.56% | 16 |
|
|
2024
Q2 | $2.36M | Sell |
51,972
-16,491
| -24% | -$749K | 1.79% | 18 |
|
|
2024
Q1 | $3.06M | Sell |
68,463
-7,174
| -9% | -$321K | 2.44% | 12 |
|
|
2023
Q4 | $3.51M | Buy |
75,637
+896
| +1% | +$41.5K | 2.97% | 11 |
|
|
2023
Q3 | $3.27M | Buy |
74,741
+21,496
| +40% | +$941K | 3.13% | 9 |
|
|
2023
Q2 | $2.45M | Buy |
+53,245
| New | +$2.45M | 2.43% | 10 |
|