Golden State Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Buy |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $80K | Buy |
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