Elevation Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02K | Hold |
173
| – | – | ﹤0.01% | 379 |
|
|
2025
Q1 | $8.01K | Hold |
173
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $7.84K | Hold |
173
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $8.17K | Hold |
173
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $7.86K | Sell |
173
-48
| -22% | -$2.18K | ﹤0.01% | 356 |
|
|
2024
Q1 | $10.1K | Hold |
221
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $9.68K | Hold |
221
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $9.68K | Hold |
221
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $10.2K | Buy |
+221
| New | +$10.2K | 0.01% | 252 |
|