Clearstead Advisors’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 | $101M | Buy |
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|
2025
Q1 | $84.8M | Buy |
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|
2024
Q4 | $69M | Buy |
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|
2024
Q3 | $149K | Hold |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $23.9K | Sell |
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|
2023
Q4 | $42.3K | Sell |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $24.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.78K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $196K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
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