Congress Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
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|
2025
Q1 | $4.93M | Sell |
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|
2024
Q4 | $5.54M | Buy |
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|
2024
Q3 | $3.59M | Sell |
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|
2024
Q2 | $3.75M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $23.2M | Buy |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $829K | Sell |
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|
2021
Q4 | $899K | Buy |
|