Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,190
| Closed | -$63K | – | 699 |
|
|
2021
Q4 | $63K | Sell |
1,190
-200
| -14% | -$10.6K | 0.04% | 209 |
|
|
2021
Q3 | $74K | Hold |
1,390
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $74K | Sell |
1,390
-540
| -28% | -$28.7K | 0.05% | 205 |
|
|
2021
Q1 | $103K | Sell |
1,930
-18,581
| -91% | -$992K | 0.07% | 153 |
|
|
2020
Q4 | $1.11M | Buy |
+20,511
| New | +$1.11M | 0.74% | 31 |
|