DAS
Diversify Advisory Services’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 | $11M | Buy |
237,685
+73,009
| +44% | +$3.38M | 0.42% | 40 |
|
2025
Q1 | $7.63M | Buy |
164,676
+14,755
| +10% | +$683K | 0.48% | 36 |
|
2024
Q4 | $6.71M | Buy |
149,921
+4,726
| +3% | +$212K | 0.37% | 37 |
|
2024
Q3 | $6.69M | Buy |
145,195
+12,577
| +9% | +$579K | 0.36% | 50 |
|
2024
Q2 | $6.05M | Sell |
132,618
-5,565
| -4% | -$254K | 0.33% | 57 |
|
2024
Q1 | $6.25M | Buy |
+138,183
| New | +$6.25M | 0.37% | 58 |
|