DWM
Diversify Wealth Management’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 | $4.98M | Buy |
107,728
+11,752
| +12% | +$544K | 0.31% | 89 |
|
|
2025
Q1 | $4.45M | Buy |
95,976
+20,612
| +27% | +$955K | 0.33% | 79 |
|
|
2024
Q4 | $3.37M | Buy |
75,364
+25,542
| +51% | +$1.14M | 0.26% | 105 |
|
|
2024
Q3 | $2.29M | Buy |
49,822
+12,400
| +33% | +$570K | 0.22% | 118 |
|
|
2024
Q2 | $1.75M | Buy |
+37,422
| New | +$1.75M | 0.22% | 106 |
|