CPA
Clear Perspective Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-60
| Closed | -$3K | – | 425 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 443 |
|
|
2017
Q4 | $3K | Sell |
60
-300
| -83% | -$15K | ﹤0.01% | 421 |
|
|
2017
Q3 | $19K | Hold |
360
| – | – | 0.02% | 293 |
|
|
2017
Q2 | $19K | Hold |
360
| – | – | 0.02% | 294 |
|
|
2017
Q1 | $19K | Hold |
360
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $19K | Buy |
+360
| New | +$19K | 0.01% | 272 |
|