Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,612
| Closed | -$413K | – | 89 |
|
|
2022
Q2 | $413K | Sell |
8,612
-2,431
| -22% | -$117K | 0.39% | 28 |
|
|
2022
Q1 | $553K | Sell |
11,043
-1,857
| -14% | -$93K | 0.45% | 27 |
|
|
2021
Q4 | $682K | Sell |
12,900
-8,968
| -41% | -$474K | 0.51% | 26 |
|
|
2021
Q3 | $1.17M | Sell |
21,868
-3,464
| -14% | -$185K | 0.94% | 15 |
|
|
2021
Q2 | $1.35M | Sell |
25,332
-55,144
| -69% | -$2.94M | 1.09% | 14 |
|
|
2021
Q1 | $4.3M | Buy |
+80,476
| New | +$4.3M | 2.77% | 8 |
|