DI
Disciplined Investments’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
14,734
-3,820
| -21% | -$177K | 0.29% | 66 |
|
|
2025
Q1 | $859K | Sell |
18,554
-1,775
| -9% | -$82.2K | 0.39% | 54 |
|
|
2024
Q4 | $922K | Buy |
20,329
+1,884
| +10% | +$85.4K | 0.45% | 56 |
|
|
2024
Q3 | $871K | Sell |
18,445
-1,426
| -7% | -$67.3K | 0.43% | 57 |
|
|
2024
Q2 | $902K | Sell |
19,871
-300
| -1% | -$13.6K | 0.48% | 54 |
|
|
2024
Q1 | $920K | Sell |
20,171
-197
| -1% | -$8.99K | 0.5% | 52 |
|
|
2023
Q4 | $944K | Sell |
20,368
-10,369
| -34% | -$481K | 0.55% | 53 |
|
|
2023
Q3 | $1.35M | Sell |
30,737
-3,882
| -11% | -$170K | 0.82% | 39 |
|
|
2023
Q2 | $1.59M | Sell |
34,619
-3,691
| -10% | -$170K | 0.85% | 36 |
|
|
2023
Q1 | $1.78M | Sell |
38,310
-3,296
| -8% | -$153K | 0.75% | 40 |
|
|
2022
Q4 | $1.89M | Sell |
41,606
-4,965
| -11% | -$226K | 0.93% | 33 |
|
|
2022
Q3 | $2.1M | Sell |
46,571
-461
| -1% | -$20.8K | 0.96% | 31 |
|
|
2022
Q2 | $2.25M | Sell |
47,032
-2,493
| -5% | -$119K | 1.02% | 30 |
|
|
2022
Q1 | $2.48M | Sell |
49,525
-3,300
| -6% | -$165K | 1.03% | 29 |
|
|
2021
Q4 | $2.79M | Buy |
52,825
+10,808
| +26% | +$571K | 1.23% | 29 |
|
|
2021
Q3 | $2.24M | Buy |
42,017
+13,613
| +48% | +$725K | 1.09% | 33 |
|
|
2021
Q2 | $1.52M | Buy |
28,404
+13,516
| +91% | +$721K | 0.78% | 40 |
|
|
2021
Q1 | $795K | Buy |
14,888
+7,994
| +116% | +$427K | 0.47% | 56 |
|
|
2020
Q4 | $373K | Buy |
6,894
+2,259
| +49% | +$122K | 0.25% | 72 |
|
|
2020
Q3 | $252K | Buy |
4,635
+88
| +2% | +$4.78K | 0.19% | 81 |
|
|
2020
Q2 | $247K | Buy |
4,547
+350
| +8% | +$19K | 0.19% | 81 |
|
|
2020
Q1 | $229K | Sell |
4,197
-2,063
| -33% | -$113K | 0.22% | 77 |
|
|
2019
Q4 | $333K | Buy |
+6,260
| New | +$333K | 0.28% | 68 |
|