FSB Premier Wealth Management’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 | $1.38M | Sell |
29,847
-1,017
| -3% | -$47.1K | 0.49% | 57 |
|
|
2025
Q1 | $1.43M | Sell |
30,864
-1,738
| -5% | -$80.5K | 0.56% | 49 |
|
|
2024
Q4 | $1.48M | Buy |
32,602
+286
| +0.9% | +$13K | 0.59% | 43 |
|
|
2024
Q3 | $1.53M | Sell |
32,316
-1,648
| -5% | -$77.8K | 0.63% | 40 |
|
|
2024
Q2 | $1.54M | Sell |
33,964
-1,209
| -3% | -$54.9K | 0.7% | 34 |
|
|
2024
Q1 | $1.6M | Buy |
35,173
+3,895
| +12% | +$178K | 0.75% | 31 |
|
|
2023
Q4 | $1.45M | Sell |
31,278
-60
| -0.2% | -$2.78K | 0.73% | 28 |
|
|
2023
Q3 | $1.37M | Sell |
31,338
-264
| -0.8% | -$11.6K | 0.76% | 27 |
|
|
2023
Q2 | $1.45M | Sell |
31,602
-783
| -2% | -$36K | 0.79% | 27 |
|
|
2023
Q1 | $1.51M | Sell |
32,385
-1,619
| -5% | -$75.4K | 0.84% | 28 |
|
|
2022
Q4 | $1.55M | Sell |
34,004
-1,784
| -5% | -$81.2K | 0.85% | 31 |
|
|
2022
Q3 | $1.61M | Sell |
35,788
-3,772
| -10% | -$170K | 0.94% | 30 |
|
|
2022
Q2 | $1.89M | Sell |
39,560
-3,007
| -7% | -$144K | 1.05% | 25 |
|
|
2022
Q1 | $2.06M | Sell |
42,567
-2,970
| -7% | -$144K | 1.03% | 24 |
|
|
2021
Q4 | $2.41M | Sell |
45,537
-1,775
| -4% | -$93.8K | 1% | 24 |
|
|
2021
Q3 | $2.52M | Buy |
47,312
+1,243
| +3% | +$66.2K | 1.26% | 22 |
|
|
2021
Q2 | $2.46M | Sell |
46,069
-3
| -0% | -$160 | 1.26% | 21 |
|
|
2021
Q1 | $2.46M | Buy |
46,072
+9,072
| +25% | +$484K | 1.32% | 20 |
|
|
2020
Q4 | $2M | Buy |
+37,000
| New | +$2M | 1.07% | 27 |
|