Coppell Advisory Solutions’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 | $642K | Buy |
13,909
+3,265
| +31% | +$151K | 0.08% | 204 |
|
|
2025
Q1 | $493K | Buy |
10,644
+3,309
| +45% | +$153K | 0.07% | 212 |
|
|
2024
Q4 | $333K | Sell |
7,335
-2,451
| -25% | -$111K | 0.05% | 203 |
|
|
2024
Q3 | $463K | Sell |
9,786
-198
| -2% | -$9.37K | 0.07% | 173 |
|
|
2024
Q2 | $453K | Buy |
+9,984
| New | +$453K | 0.07% | 161 |
|
|
2023
Q4 | $10.4K | Sell |
225
-74
| -25% | -$3.43K | ﹤0.01% | 923 |
|
|
2023
Q3 | $13.6K | Buy |
299
+46
| +18% | +$2.09K | ﹤0.01% | 558 |
|
|
2023
Q2 | $11.6K | Buy |
+253
| New | +$11.6K | ﹤0.01% | 661 |
|
|
2023
Q1 | – | Sell |
-299
| Closed | -$13.6K | – | 1055 |
|
|
2022
Q4 | $13.6K | Buy |
+299
| New | +$13.6K | ﹤0.01% | 564 |
|