Connecticut 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 | $19.6M | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $19.3M | Sell |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $19.8M | Sell |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $8.19M | Buy |
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|
2023
Q1 | $7.95M | Sell |
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|
2022
Q4 | $9.76M | Buy |
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|
2022
Q3 | $5.78M | Sell |
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|
2022
Q2 | $6.41M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $248K | Buy |
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