Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 753 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 911 |
|
|
2018
Q3 | – | Sell |
-205
| Closed | -$11K | – | 710 |
|
|
2018
Q2 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 689 |
|
|
2018
Q1 | – | Sell |
-1,935
| Closed | -$101K | – | 715 |
|
|
2017
Q4 | $101K | Buy |
+1,935
| New | +$101K | 0.05% | 277 |
|