DFG
DWM Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.28M | Buy |
79,212
+523
| +0.7% | +$28.3K | 5.83% | 8 |
|
|
2020
Q3 | $4.27M | Buy |
78,689
+3,960
| +5% | +$215K | 6.67% | 6 |
|
|
2020
Q2 | $4.06M | Buy |
+74,729
| New | +$4.06M | 6.06% | 6 |
|
|
2020
Q1 | – | Sell |
-70,060
| Closed | -$3.73M | – | 35 |
|
|
2019
Q4 | $3.73M | Buy |
+70,060
| New | +$3.73M | 3.79% | 8 |
|