EverSource Wealth 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 | $10.2M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.57M | Buy |
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|
2023
Q4 | $9.13M | Buy |
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|
2023
Q3 | $8.31M | Buy |
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|
2023
Q2 | $7.7M | Buy |
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|
2023
Q1 | $7.44M | Buy |
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|
2022
Q4 | $6.51M | Buy |
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|
2022
Q3 | $5.57M | Buy |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $6.21M | Sell |
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|
2021
Q4 | $6.84M | Buy |
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