Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,398
| Closed | -$239K | – | 65 |
|
|
2020
Q3 | $239K | Sell |
4,398
-161
| -4% | -$8.75K | 0.17% | 51 |
|
|
2020
Q2 | $248K | Sell |
4,559
-25
| -0.5% | -$1.36K | 0.18% | 52 |
|
|
2020
Q1 | $250K | Sell |
4,584
-285
| -6% | -$15.5K | 0.21% | 54 |
|
|
2019
Q4 | $259K | Sell |
4,869
-482
| -9% | -$25.6K | 0.19% | 57 |
|
|
2019
Q3 | $284K | Buy |
5,351
+49
| +0.9% | +$2.6K | 0.21% | 56 |
|
|
2019
Q2 | $280K | Buy |
+5,302
| New | +$280K | 0.22% | 45 |
|