Cornerstone Wealth Management’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 | $365K | Buy |
7,868
+539
| +7% | +$25K | 0.02% | 464 |
|
|
2025
Q1 | $339K | Buy |
7,329
+106
| +1% | +$4.91K | 0.02% | 444 |
|
|
2024
Q4 | $327K | Buy |
7,223
+60
| +0.8% | +$2.72K | 0.02% | 441 |
|
|
2024
Q3 | $338K | Sell |
7,163
-800
| -10% | -$37.8K | 0.02% | 430 |
|
|
2024
Q2 | $362K | Sell |
7,963
-398
| -5% | -$18.1K | 0.03% | 397 |
|
|
2024
Q1 | $381K | Sell |
8,361
-3,358
| -29% | -$153K | 0.03% | 387 |
|
|
2023
Q4 | $543K | Buy |
11,719
+620
| +6% | +$28.7K | 0.05% | 305 |
|
|
2023
Q3 | $486K | Sell |
11,099
-542
| -5% | -$23.7K | 0.05% | 313 |
|
|
2023
Q2 | $535K | Sell |
11,641
-344
| -3% | -$15.8K | 0.05% | 293 |
|
|
2023
Q1 | $558K | Buy |
+11,985
| New | +$558K | 0.05% | 270 |
|
|
2022
Q3 | $592K | Sell |
13,125
-32
| -0.2% | -$1.44K | 0.07% | 226 |
|
|
2022
Q2 | $629K | Buy |
+13,157
| New | +$629K | 0.07% | 224 |
|
|
2018
Q3 | – | Sell |
-37,208
| Closed | -$726K | – | 1536 |
|
|
2018
Q2 | $726K | Buy |
+37,208
| New | +$726K | 0.01% | 878 |
|