Cornerstone Planning Group’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
Q3 | $3.29M | Buy |
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|
2025
Q2 | $107K | Sell |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $128K | Sell |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2022
Q4 | $720K | Buy |
|