Graves Light Lenhart Wealth’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 |
-191
| Closed | -$9K | – | 595 |
|
2022
Q2 | $9K | Sell |
191
-1,880
| -91% | -$88.6K | ﹤0.01% | 499 |
|
2022
Q1 | $104K | Hold |
2,071
| – | – | 0.01% | 261 |
|
2021
Q4 | $109K | Buy |
2,071
+1,752
| +549% | +$92.2K | 0.02% | 281 |
|
2021
Q3 | $17K | Hold |
319
| – | – | ﹤0.01% | 512 |
|
2021
Q2 | $17K | Hold |
319
| – | – | ﹤0.01% | 518 |
|
2021
Q1 | $17K | Hold |
319
| – | – | ﹤0.01% | 525 |
|
2020
Q4 | $17K | Buy |
+319
| New | +$17K | ﹤0.01% | 508 |
|