Clear Creek Financial 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 | $2.93M | Sell |
63,157
-10,608
| -14% | -$492K | 0.28% | 79 |
|
|
2025
Q1 | $3.42M | Sell |
73,765
-260
| -0.4% | -$12K | 0.35% | 64 |
|
|
2024
Q4 | $3.36M | Sell |
74,025
-2,383
| -3% | -$108K | 0.36% | 55 |
|
|
2024
Q3 | $3.61M | Sell |
76,408
-718
| -0.9% | -$33.9K | 0.41% | 50 |
|
|
2024
Q2 | $3.5M | Buy |
77,126
+120
| +0.2% | +$5.45K | 0.42% | 50 |
|
|
2024
Q1 | $3.51M | Sell |
77,006
-211
| -0.3% | -$9.62K | 0.45% | 47 |
|
|
2023
Q4 | $3.58M | Sell |
77,217
-265
| -0.3% | -$12.3K | 0.57% | 32 |
|
|
2023
Q3 | $3.39M | Sell |
77,482
-1,677
| -2% | -$73.4K | 0.6% | 32 |
|
|
2023
Q2 | $3.64M | Buy |
79,159
+28
| +0% | +$1.29K | 0.63% | 34 |
|
|
2023
Q1 | $3.68M | Buy |
79,131
+1,424
| +2% | +$66.3K | 0.7% | 33 |
|
|
2022
Q4 | $3.54M | Buy |
77,707
+861
| +1% | +$39.2K | 0.78% | 32 |
|
|
2022
Q3 | $3.47M | Sell |
76,846
-6,500
| -8% | -$293K | 0.76% | 29 |
|
|
2022
Q2 | $3.99M | Sell |
83,346
-4,689
| -5% | -$224K | 0.83% | 30 |
|
|
2022
Q1 | $4.41M | Sell |
88,035
-5,909
| -6% | -$296K | 0.69% | 33 |
|
|
2021
Q4 | $4.96M | Buy |
93,944
+6,290
| +7% | +$332K | 0.75% | 28 |
|
|
2021
Q3 | $4.67M | Buy |
87,654
+12,990
| +17% | +$692K | 0.75% | 36 |
|
|
2021
Q2 | $3.99M | Buy |
+74,664
| New | +$3.99M | 0.62% | 41 |
|
|
2021
Q1 | – | Sell |
-59,940
| Closed | -$3.24M | – | 252 |
|
|
2020
Q4 | $3.24M | Buy |
+59,940
| New | +$3.24M | 0.62% | 43 |
|
|
2020
Q3 | – | Sell |
-27,543
| Closed | -$1.5M | – | 256 |
|
|
2020
Q2 | $1.5M | Buy |
+27,543
| New | +$1.5M | 0.39% | 45 |
|