First Heartland Consultants’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

First Heartland Consultants’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Buy	72,479 +2,492	+4%	+$115K	0.3%	78
2025 Q1	$3.24M	Buy	69,987 +4,693	+7%	+$217K	0.33%	76
2024 Q4	$2.96M	Buy	65,294 +5,291	+9%	+$240K	0.3%	71
2024 Q3	$2.83M	Buy	60,003 +3,670	+7%	+$173K	0.3%	70
2024 Q2	$2.56K	Buy	56,333 +199	+0.4%	+$9	0.18%	90
2024 Q1	$2.56M	Buy	56,134 +3,351	+6%	+$153K	0.27%	92
2023 Q4	$2.45M	Sell	52,783 -517	-1%	-$24K	0.3%	81
2023 Q3	$2.33M	Sell	53,300 -1,264	-2%	-$55.3K	0.29%	84
2023 Q2	$2.51M	Sell	54,564 -105	-0.2%	-$4.83K	0.33%	75
2023 Q1	$2.54M	Buy	54,669 +1,343	+3%	+$62.5K	0.38%	63
2022 Q4	$2.43M	Buy	53,326 +1,009	+2%	+$45.9K	0.39%	64
2022 Q3	$2.36K	Sell	52,317 -327	-0.6%	-$15	0.2%	67
2022 Q2	$2.52M	Buy	+52,644	New	+$2.52M	0.39%	61
2022 Q1	–	Sell	-51,540	Closed	-$2.72K	–	420
2021 Q4	$2.72K	Buy	51,540 +1,458	+3%	+$77	0.1%	60
2021 Q3	$2.67M	Buy	50,082 +923	+2%	+$49.2K	0.41%	65
2021 Q2	$2.62M	Buy	49,159 +364	+0.7%	+$19.4K	0.4%	68
2021 Q1	$2.6M	Buy	48,795 +2,662	+6%	+$142K	0.41%	62
2020 Q4	$2.49M	Buy	46,133 +1,977	+4%	+$107K	0.41%	54
2020 Q3	$2.4M	Buy	44,156 +1,965	+5%	+$107K	0.45%	54
2020 Q2	$2.29M	Sell	42,191 -2,332	-5%	-$127K	0.45%	55
2020 Q1	$2.43M	Buy	44,523 +2,487	+6%	+$136K	0.62%	42
2019 Q4	$2.24M	Buy	42,036 +478	+1%	+$25.4K	0.44%	62
2019 Q3	$2.21M	Buy	41,558 +1,658	+4%	+$88.3K	0.48%	59
2019 Q2	$2.11M	Buy	39,900 +842	+2%	+$44.5K	0.51%	52
2019 Q1	$2.05M	Buy	39,058 +597	+2%	+$31.3K	0.57%	43
2018 Q4	$1.98M	Buy	38,461 +4,548	+13%	+$234K	0.74%	44
2018 Q3	$1.73M	Buy	33,913 +5,687	+20%	+$290K	0.54%	50
2018 Q2	$1.45M	Buy	28,226 +4,650	+20%	+$239K	0.51%	59
2018 Q1	$1.22M	Buy	23,576 +7,512	+47%	+$388K	0.36%	75
2017 Q4	$842K	Buy	16,064 +3,650	+29%	+$191K	0.25%	100
2017 Q3	$655K	Buy	12,414 +5,077	+69%	+$268K	0.16%	177
2017 Q2	$386K	Buy	+7,337	New	+$386K	0.1%	234