GoalVest 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
Q1 | – | Sell |
-75
| Closed | -$3.4K | – | 551 |
|
|
2024
Q4 | $3.4K | Sell |
75
-351
| -82% | -$15.9K | ﹤0.01% | 324 |
|
|
2024
Q3 | $20.1K | Buy |
+426
| New | +$20.1K | 0.01% | 267 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$2.28K | – | 500 |
|
|
2023
Q3 | $2.28K | Buy |
+52
| New | +$2.28K | ﹤0.01% | 412 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$93 | – | 431 |
|
|
2023
Q1 | $93 | Hold |
2
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $91 | Hold |
2
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 543 |
|