HHRDM
H&H Retirement Design & Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,148
| Closed | -$328K | – | 86 |
|
|
2024
Q2 | $328K | Hold |
7,148
| – | – | 0.2% | 70 |
|
|
2024
Q1 | $317K | Sell |
7,148
-222
| -3% | -$9.85K | 0.21% | 67 |
|
|
2023
Q4 | $335K | Buy |
7,370
+76
| +1% | +$3.46K | 0.21% | 48 |
|
|
2023
Q3 | $316K | Sell |
7,294
-40
| -0.5% | -$1.74K | 0.22% | 43 |
|
|
2023
Q2 | $339K | Buy |
7,334
+37
| +0.5% | +$1.71K | 0.23% | 45 |
|
|
2023
Q1 | $341K | Sell |
7,297
-64,424
| -90% | -$3.01M | 0.22% | 41 |
|
|
2022
Q4 | $3.37M | Buy |
71,721
+16,126
| +29% | +$757K | 2.84% | 9 |
|
|
2022
Q3 | $2.45M | Sell |
55,595
-8,615
| -13% | -$380K | 2.31% | 11 |
|
|
2022
Q2 | $3.16M | Sell |
64,210
-32,078
| -33% | -$1.58M | 2.31% | 12 |
|
|
2022
Q1 | $4.71M | Buy |
96,288
+4,643
| +5% | +$227K | 3.21% | 9 |
|
|
2021
Q4 | $4.68M | Buy |
+91,645
| New | +$4.68M | 2.96% | 8 |
|