DHK Financial Advisors’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
2024
Q2
Sell
-6,032
Closed -$275K 99
2024
Q1
$275K Sell
6,032
-1,196
-17% -$54.6K 0.19% 69
2023
Q4
$335K Buy
+7,228
New +$335K 0.25% 64