Concurrent Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
60,231
+9,991
| +20% | +$463K | 0.05% | 351 |
|
|
2025
Q1 | $2.33M | Buy |
50,240
+518
| +1% | +$24K | 0.06% | 338 |
|
|
2024
Q4 | $2.25M | Buy |
49,722
+2,564
| +5% | +$116K | 0.06% | 296 |
|
|
2024
Q3 | $2.23M | Buy |
47,158
+309
| +0.7% | +$14.6K | 0.07% | 281 |
|
|
2024
Q2 | $2.13M | Sell |
46,849
-968
| -2% | -$43.9K | 0.07% | 256 |
|
|
2024
Q1 | $2.18M | Buy |
47,817
+701
| +1% | +$32K | 0.09% | 232 |
|
|
2023
Q4 | $2.18M | Buy |
+47,116
| New | +$2.18M | 0.1% | 215 |
|