EA
Evergreen Advisors’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 | $29.9M | Buy |
645,774
+1,307
| +0.2% | +$60.6K | 7.93% | 6 |
|
|
2025
Q1 | $29.8M | Buy |
644,467
+9,857
| +2% | +$456K | 8.28% | 6 |
|
|
2024
Q4 | $28.8M | Buy |
634,610
+82,246
| +15% | +$3.73M | 7.87% | 6 |
|
|
2024
Q3 | $26.1M | Buy |
552,364
+17,068
| +3% | +$806K | 7.2% | 6 |
|
|
2024
Q2 | $24.3M | Buy |
535,296
+11,894
| +2% | +$540K | 7.28% | 6 |
|
|
2024
Q1 | $23.9M | Buy |
523,402
+39,372
| +8% | +$1.8M | 7.29% | 6 |
|
|
2023
Q4 | $22.4M | Buy |
484,030
+4,173
| +0.9% | +$193K | 7.28% | 6 |
|
|
2023
Q3 | $21M | Buy |
479,857
+9,168
| +2% | +$401K | 7.58% | 6 |
|
|
2023
Q2 | $21.6M | Buy |
470,689
+15,371
| +3% | +$707K | 7.65% | 6 |
|
|
2023
Q1 | $21.2M | Buy |
455,318
+10,263
| +2% | +$478K | 7.87% | 6 |
|
|
2022
Q4 | $20.3M | Buy |
+445,055
| New | +$20.3M | 8.04% | 6 |
|