Congress Wealth Management’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 | $5.01M | Buy |
108,132
+1,676
| +2% | +$77.7K | 0.05% | 384 |
|
|
2025
Q1 | $4.93M | Sell |
106,456
-15,748
| -13% | -$729K | 0.06% | 333 |
|
|
2024
Q4 | $5.54M | Buy |
122,204
+46,259
| +61% | +$2.1M | 0.08% | 274 |
|
|
2024
Q3 | $3.59M | Sell |
75,945
-6,580
| -8% | -$311K | 0.05% | 338 |
|
|
2024
Q2 | $3.75M | Buy |
+82,525
| New | +$3.75M | 0.06% | 283 |
|
|
2023
Q4 | – | Sell |
-42,147
| Closed | -$1.85M | – | 672 |
|
|
2023
Q3 | $1.85M | Buy |
42,147
+5,649
| +15% | +$247K | 0.04% | 314 |
|
|
2023
Q2 | $1.68M | Sell |
36,498
-405
| -1% | -$18.6K | 0.04% | 286 |
|
|
2023
Q1 | $1.72M | Sell |
36,903
-472,989
| -93% | -$22M | 0.04% | 287 |
|
|
2022
Q4 | $23.2M | Buy |
509,892
+496,523
| +3,714% | +$22.6M | 0.6% | 38 |
|
|
2022
Q3 | $603K | Buy |
13,369
+2,864
| +27% | +$129K | 0.02% | 384 |
|
|
2022
Q2 | $502K | Sell |
10,505
-6,035
| -36% | -$288K | 0.01% | 408 |
|
|
2022
Q1 | $829K | Sell |
16,540
-472
| -3% | -$23.7K | 0.02% | 379 |
|
|
2021
Q4 | $899K | Buy |
+17,012
| New | +$899K | 0.02% | 382 |
|