Founders Financial Alliance’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 | – | Sell |
-1,570
| Closed | -$72.7K | – | 622 |
|
2025
Q1 | $72.7K | Buy |
1,570
+95
| +6% | +$4.4K | 0.02% | 412 |
|
2024
Q4 | $66.9K | Sell |
1,475
-33
| -2% | -$1.5K | 0.02% | 361 |
|
2024
Q3 | $71.2K | Buy |
+1,508
| New | +$71.2K | 0.02% | 362 |
|
2023
Q3 | – | Sell |
-1,273
| Closed | -$58.5K | – | 520 |
|
2023
Q2 | $58.5K | Buy |
+1,273
| New | +$58.5K | 0.02% | 332 |
|
2022
Q3 | – | Sell |
-1,464
| Closed | -$70K | – | 554 |
|
2022
Q2 | $70K | Sell |
1,464
-446
| -23% | -$21.3K | 0.04% | 297 |
|
2022
Q1 | $96K | Buy |
1,910
+1
| +0.1% | +$50 | 0.04% | 266 |
|
2021
Q4 | $101K | Buy |
1,909
+1
| +0.1% | +$53 | 0.04% | 300 |
|
2021
Q3 | $102K | Buy |
1,908
+1
| +0.1% | +$53 | 0.05% | 277 |
|
2021
Q2 | $103K | Buy |
1,907
+206
| +12% | +$11.1K | 0.05% | 291 |
|
2021
Q1 | $92K | Buy |
1,701
+293
| +21% | +$15.8K | 0.05% | 281 |
|
2020
Q4 | $77K | Hold |
1,408
| – | – | 0.04% | 265 |
|
2020
Q3 | $78K | Buy |
+1,408
| New | +$78K | 0.05% | 305 |
|