Family Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11.9K | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $789K | Sell |
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|
2023
Q3 | $3.1M | Buy |
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|
2023
Q2 | $114K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.82M | Buy |
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|
2019
Q3 | $3.89M | Buy |
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|
2019
Q2 | $3.01M | Buy |
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|
2019
Q1 | $637K | Sell |
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|
2018
Q4 | $1.38M | Buy |
|