EWM
Empirical Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,676
| Closed | -$439K | – | 604 |
|
|
2024
Q2 | $439K | Buy |
9,676
+3,318
| +52% | +$151K | 0.01% | 387 |
|
|
2024
Q1 | $290K | Buy |
+6,358
| New | +$290K | 0.01% | 445 |
|
|
2022
Q1 | – | Sell |
-4,964
| Closed | -$262K | – | 546 |
|
|
2021
Q4 | $262K | Buy |
+4,964
| New | +$262K | 0.01% | 441 |
|
|
2019
Q4 | – | Sell |
-5,558
| Closed | -$296K | – | 338 |
|
|
2019
Q3 | $296K | Buy |
+5,558
| New | +$296K | 0.04% | 231 |
|