GPA
Guidance Point Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,404
| Closed | -$205K | – | 80 |
|
|
2023
Q1 | $205K | Hold |
4,404
| – | – | 0.08% | 73 |
|
|
2022
Q4 | $200K | Sell |
4,404
-5,905
| -57% | -$269K | 0.08% | 75 |
|
|
2022
Q3 | $464K | Sell |
10,309
-11,050
| -52% | -$497K | 0.21% | 56 |
|
|
2022
Q2 | $1.02M | Sell |
21,359
-11,242
| -34% | -$537K | 0.44% | 40 |
|
|
2022
Q1 | $1.58M | Buy |
32,601
+2,086
| +7% | +$101K | 0.6% | 36 |
|
|
2021
Q4 | $1.61M | Buy |
30,515
+1,962
| +7% | +$104K | 0.58% | 32 |
|
|
2021
Q3 | $1.52M | Sell |
28,553
-5
| -0% | -$266 | 0.55% | 30 |
|
|
2021
Q2 | $1.52M | Buy |
28,558
+3,104
| +12% | +$166K | 0.59% | 30 |
|
|
2021
Q1 | $1.36M | Sell |
25,454
-192
| -0.7% | -$10.2K | 0.56% | 31 |
|
|
2020
Q4 | $1.39M | Buy |
25,646
+277
| +1% | +$15K | 0.64% | 29 |
|
|
2020
Q3 | $1.38M | Buy |
25,369
+2,137
| +9% | +$116K | 0.76% | 29 |
|
|
2020
Q2 | $1.26M | Buy |
23,232
+6,420
| +38% | +$349K | 0.7% | 30 |
|
|
2020
Q1 | $916K | Buy |
+16,812
| New | +$916K | 0.6% | 31 |
|