Guardian Wealth Advisors (North Carolina)’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 | – | Sell |
-251
| Closed | -$11.6K | – | 565 |
|
|
2025
Q1 | $11.6K | Buy |
251
+244
| +3,486% | +$11.3K | ﹤0.01% | 455 |
|
|
2024
Q4 | $317 | Buy |
+7
| New | +$317 | ﹤0.01% | 505 |
|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.82K | – | 468 |
|
|
2024
Q1 | $1.82K | Sell |
40
-693
| -95% | -$31.6K | ﹤0.01% | 429 |
|
|
2023
Q4 | $33K | Hold |
733
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $32.9K | Hold |
733
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $33.7K | Hold |
733
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $34.1K | Hold |
733
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $33.4K | Hold |
733
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $33K | Buy |
733
+381
| +108% | +$17.2K | 0.01% | 252 |
|
|
2022
Q2 | $17K | Buy |
+352
| New | +$17K | ﹤0.01% | 272 |
|