Elevated Capital Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Hold |
|
|||||
|
2025
Q1 | $3.49M | Sell |
|
|||||
|
2024
Q4 | $4M | Buy |
|
|||||
|
2024
Q3 | $2.45M | Sell |
|
|||||
|
2024
Q2 | $2.38M | Buy |
|
|||||
|
2024
Q1 | $2.38M | Buy |
|
|||||
|
2023
Q4 | $2.05M | Buy |
|
|||||
|
2023
Q3 | $1.83M | Buy |
|
|||||
|
2023
Q2 | $1.74M | Buy |
|
|||||
|
2023
Q1 | $1.56M | Buy |
|
|||||
|
2022
Q4 | $1.29M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $816K | Buy |
|
|||||
|
2020
Q3 | $806K | Sell |
|
|||||
|
2020
Q2 | $825K | Buy |
|
|||||
|
2019
Q4 | $273K | Buy |
|
|||||
|
2019
Q1 | $851K | Buy |
|