DWS
Dynamic Wealth Strategies’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 | $4.57M | Buy |
98,710
+17,137
| +21% | +$794K | 3.29% | 8 |
|
|
2025
Q1 | $3.78M | Buy |
81,573
+8,689
| +12% | +$402K | 3.14% | 10 |
|
|
2024
Q4 | $3.3M | Buy |
72,884
+19,891
| +38% | +$902K | 2.94% | 11 |
|
|
2024
Q3 | $2.5M | Sell |
52,993
-91
| -0.2% | -$4.3K | 2.04% | 14 |
|
|
2024
Q2 | $2.41M | Sell |
53,084
-1,291
| -2% | -$58.6K | 2.07% | 14 |
|
|
2024
Q1 | $2.48M | Buy |
+54,375
| New | +$2.48M | 2.12% | 13 |
|