DW30
Drucker Wealth 3.0’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 | $344K | Sell |
7,469
-4,353
| -37% | -$201K | 0.07% | 177 |
|
|
2025
Q1 | $547K | Sell |
11,822
-8,745
| -43% | -$405K | 0.12% | 106 |
|
|
2024
Q4 | $932K | Sell |
20,567
-6,702
| -25% | -$304K | 0.22% | 84 |
|
|
2024
Q3 | $1.29M | Sell |
27,269
-3,686
| -12% | -$174K | 0.31% | 69 |
|
|
2024
Q2 | $1.41M | Buy |
+30,955
| New | +$1.41M | 0.37% | 69 |
|