Forthright Family Wealth Advisory’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 | $5.14M | Sell |
110,988
-4,922
| -4% | -$228K | 3.26% | 10 |
|
|
2025
Q1 | $5.37M | Sell |
115,910
-182
| -0.2% | -$8.43K | 3.55% | 10 |
|
|
2024
Q4 | $5.26M | Sell |
116,092
-9,328
| -7% | -$423K | 3.42% | 10 |
|
|
2024
Q3 | $5.82M | Sell |
125,420
-12,633
| -9% | -$587K | 3.74% | 9 |
|
|
2024
Q2 | $6.27M | Buy |
138,053
+2,631
| +2% | +$119K | 4.04% | 5 |
|
|
2024
Q1 | $6.18M | Buy |
135,422
+11,494
| +9% | +$524K | 4.14% | 4 |
|
|
2023
Q4 | $5.75M | Buy |
+123,928
| New | +$5.75M | 4.5% | 4 |
|