Cornerstone Planning Group’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 | $107K | Sell |
2,311
-1,081
| -32% | -$50.1K | 0.02% | 130 |
|
|
2025
Q1 | $155K | Buy |
3,392
+1,127
| +50% | +$51.5K | 0.04% | 104 |
|
|
2024
Q4 | $103K | Sell |
2,265
-511
| -18% | -$23.3K | 0.03% | 111 |
|
|
2024
Q3 | $128K | Sell |
2,776
-1,943
| -41% | -$89.3K | 0.03% | 98 |
|
|
2024
Q2 | $221K | Sell |
4,719
-741
| -14% | -$34.7K | 0.06% | 72 |
|
|
2024
Q1 | $244K | Sell |
5,460
-2,011
| -27% | -$90K | 0.08% | 67 |
|
|
2023
Q4 | $346K | Sell |
7,471
-2,709
| -27% | -$126K | 0.11% | 55 |
|
|
2023
Q3 | $446K | Sell |
10,180
-1,115
| -10% | -$48.8K | 0.17% | 47 |
|
|
2023
Q2 | $519K | Buy |
+11,295
| New | +$519K | 0.21% | 49 |
|
|
2022
Q4 | $720K | Buy |
+15,240
| New | +$720K | 0.3% | 46 |
|