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