Clifford Group’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 | $1.84M | Sell |
39,604
-2,509
| -6% | -$116K | 1.51% | 13 |
|
|
2025
Q1 | $1.95M | Sell |
42,113
-245
| -0.6% | -$11.3K | 1.82% | 13 |
|
|
2024
Q4 | $1.92M | Buy |
42,358
+3,508
| +9% | +$159K | 1.46% | 15 |
|
|
2024
Q3 | $1.83M | Buy |
38,850
+109
| +0.3% | +$5.15K | 1.43% | 15 |
|
|
2024
Q2 | $1.76M | Buy |
38,741
+1,994
| +5% | +$90.5K | 1.42% | 16 |
|
|
2024
Q1 | $1.68M | Buy |
36,747
+4,830
| +15% | +$220K | 1.38% | 15 |
|
|
2023
Q4 | $1.48M | Sell |
31,917
-1,311
| -4% | -$60.8K | 1.37% | 16 |
|
|
2023
Q3 | $1.45M | Sell |
33,228
-3,424
| -9% | -$150K | 1.58% | 13 |
|
|
2023
Q2 | $1.69M | Sell |
36,652
-135
| -0.4% | -$6.21K | 1.81% | 11 |
|
|
2023
Q1 | $1.71M | Buy |
36,787
+10,320
| +39% | +$480K | 2.08% | 9 |
|
|
2022
Q4 | $1.2M | Buy |
+26,467
| New | +$1.2M | 1.5% | 15 |
|