DWP
Destiny Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,241
| Closed | -$56.5K | – | 636 |
|
|
2022
Q4 | $56.5K | Sell |
1,241
-63
| -5% | -$2.87K | 0.01% | 280 |
|
|
2022
Q3 | $59K | Hold |
1,304
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $62K | Sell |
1,304
-737
| -36% | -$35K | 0.01% | 264 |
|
|
2022
Q1 | $102K | Sell |
2,041
-124,878
| -98% | -$6.24M | 0.02% | 237 |
|
|
2021
Q4 | $6.71M | Sell |
126,919
-4,821
| -4% | -$255K | 1.29% | 29 |
|
|
2021
Q3 | $7.02M | Sell |
131,740
-23,687
| -15% | -$1.26M | 1.41% | 24 |
|
|
2021
Q2 | $8.3M | Sell |
155,427
-8,805
| -5% | -$470K | 1.59% | 20 |
|
|
2021
Q1 | $8.77M | Sell |
164,232
-1,831
| -1% | -$97.7K | 1.83% | 13 |
|
|
2020
Q4 | $8.98M | Buy |
+166,063
| New | +$8.98M | 1.87% | 11 |
|