Golden State 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 | $223K | Sell |
4,821
-1,723
| -26% | -$79.9K | 0.03% | 343 |
|
|
2025
Q1 | $303K | Sell |
6,544
-1,117
| -15% | -$51.7K | 0.05% | 286 |
|
|
2024
Q4 | $347K | Buy |
+7,661
| New | +$347K | 0.05% | 255 |
|
|
2022
Q1 | $1.77M | Buy |
35,371
+25,440
| +256% | +$1.27M | 0.35% | 57 |
|
|
2021
Q4 | $525K | Buy |
9,931
+3,405
| +52% | +$180K | 0.09% | 197 |
|
|
2021
Q3 | $348K | Buy |
6,526
+856
| +15% | +$45.6K | 0.08% | 208 |
|
|
2021
Q2 | $303K | Buy |
5,670
+1,099
| +24% | +$58.7K | 0.07% | 227 |
|
|
2021
Q1 | $243K | Sell |
4,571
-444
| -9% | -$23.6K | 0.08% | 171 |
|
|
2020
Q4 | $271K | Sell |
5,015
-638
| -11% | -$34.5K | 0.08% | 194 |
|
|
2020
Q3 | $307K | Buy |
5,653
+109
| +2% | +$5.92K | 0.1% | 141 |
|
|
2020
Q2 | $301K | Sell |
5,544
-229
| -4% | -$12.4K | 0.1% | 139 |
|
|
2020
Q1 | $315K | Buy |
+5,773
| New | +$315K | 0.14% | 109 |
|
|
2019
Q4 | – | Sell |
-3,910
| Closed | -$208K | – | 907 |
|
|
2019
Q3 | $208K | Buy |
3,910
+11
| +0.3% | +$585 | 0.07% | 196 |
|
|
2019
Q2 | $205K | Buy |
3,899
+2,375
| +156% | +$125K | 0.07% | 224 |
|
|
2019
Q1 | $80K | Buy |
+1,524
| New | +$80K | 0.03% | 356 |
|