HWA
HHM Wealth Advisors’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 |
-205
| Closed | -$9.31K | – | 837 |
|
|
2024
Q2 | $9.31K | Buy |
205
+81
| +65% | +$3.68K | ﹤0.01% | 556 |
|
|
2024
Q1 | $5.66K | Hold |
124
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $5.75K | Hold |
124
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $5.43K | Sell |
124
-651
| -84% | -$28.5K | ﹤0.01% | 626 |
|
|
2023
Q2 | $35.6K | Buy |
775
+97
| +14% | +$4.46K | 0.01% | 331 |
|
|
2023
Q1 | $31.6K | Buy |
+678
| New | +$31.6K | 0.01% | 340 |
|