HWM
Hohimer Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
19,445
-683
| -3% | -$31.7K | 0.16% | 117 |
|
|
2025
Q1 | $932K | Sell |
20,128
-833
| -4% | -$38.6K | 0.18% | 112 |
|
|
2024
Q4 | $950K | Sell |
20,961
-4,723
| -18% | -$214K | 0.18% | 114 |
|
|
2024
Q3 | $1.21M | Buy |
25,684
+191
| +0.7% | +$9.02K | 0.26% | 98 |
|
|
2024
Q2 | $1.16M | Buy |
25,493
+1,771
| +7% | +$80.4K | 0.27% | 98 |
|
|
2024
Q1 | $1.08M | Buy |
23,722
+10,800
| +84% | +$493K | 0.25% | 108 |
|
|
2023
Q4 | $599K | Buy |
12,922
+1,553
| +14% | +$72K | 0.15% | 145 |
|
|
2023
Q3 | $498K | Buy |
11,369
+3,545
| +45% | +$155K | 0.14% | 147 |
|
|
2023
Q2 | $360K | Buy |
7,824
+1,887
| +32% | +$86.8K | 0.1% | 160 |
|
|
2023
Q1 | $276K | Buy |
+5,937
| New | +$276K | 0.08% | 162 |
|