Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $696K | Buy |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $833K | Buy |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $881K | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $844K | Buy |
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|
2021
Q2 | $775K | Sell |
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|
2021
Q1 | $798K | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $888K | Buy |
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|
2019
Q1 | $734K | Buy |
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|
2018
Q4 | $717K | Buy |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $597K | Buy |
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|
2018
Q1 | $583K | Sell |
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|
2017
Q4 | $824K | Buy |
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