Family CFO’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 | $12.7M | Buy |
274,826
+10,225
| +4% | +$474K | 6.38% | 5 |
|
|
2025
Q1 | $12.3M | Buy |
264,601
+2,633
| +1% | +$122K | 6.72% | 5 |
|
|
2024
Q4 | $11.9M | Buy |
261,968
+27,711
| +12% | +$1.26M | 6.54% | 5 |
|
|
2024
Q3 | $11.1M | Sell |
234,257
-6,706
| -3% | -$317K | 6.24% | 5 |
|
|
2024
Q2 | $10.9M | Sell |
240,963
-3,064
| -1% | -$139K | 6.73% | 5 |
|
|
2024
Q1 | $11.1M | Buy |
244,027
+460
| +0.2% | +$21K | 6.89% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
243,567
-51,461
| -17% | -$2.39M | 7.28% | 5 |
|
|
2023
Q3 | $12.9M | Buy |
295,028
+3,172
| +1% | +$139K | 9.29% | 4 |
|
|
2023
Q2 | $13.4M | Buy |
291,856
+23,089
| +9% | +$1.06M | 9.47% | 4 |
|
|
2023
Q1 | $12.5M | Buy |
268,767
+41,104
| +18% | +$1.91M | 9.54% | 4 |
|
|
2022
Q4 | $10.4M | Buy |
227,663
+30,958
| +16% | +$1.41M | 9.31% | 4 |
|
|
2022
Q3 | $8.87M | Buy |
196,705
+31,701
| +19% | +$1.43M | 9.4% | 4 |
|
|
2022
Q2 | $7.89M | Buy |
165,004
+81,228
| +97% | +$3.88M | 8.62% | 4 |
|
|
2022
Q1 | $4.2M | Sell |
83,776
-1,900
| -2% | -$95.2K | 4.26% | 7 |
|
|
2021
Q4 | $4.53M | Buy |
+85,676
| New | +$4.53M | 4.37% | 7 |
|