IFP Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $483K | Buy |
10,286
+725
| +8% | +$34.2K | 0.01% | 974 |
|
|
2025
Q4 | $450K | Buy |
9,561
+715
| +8% | +$33.7K | 0.01% | 982 |
|
|
2025
Q3 | $415K | Buy |
8,846
+5,409
| +157% | +$251K | 0.01% | 926 |
|
|
2025
Q2 | $159K | Sell |
3,437
-53
| -2% | -$2.42K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $162K | Sell |
3,490
-359
| -9% | -$16.4K | 0.01% | 1273 |
|
|
2024
Q4 | $175K | Sell |
3,849
-8,873
| -70% | -$408K | 0.01% | 1193 |
|
|
2024
Q3 | $601K | Buy |
12,722
+7,881
| +163% | +$367K | 0.02% | 626 |
|
|
2024
Q2 | $220K | Buy |
4,841
+1,488
| +44% | +$66.9K | 0.01% | 1002 |
|
|
2024
Q1 | $153K | Sell |
3,353
-658
| -16% | -$30K | 0.01% | 1125 |
|
|
2023
Q4 | $186K | Sell |
4,011
-474
| -11% | -$21K | 0.01% | 983 |
|
|
2023
Q3 | $196K | Buy |
4,485
+548
| +14% | +$24.7K | 0.01% | 973 |
|
|
2023
Q2 | $181K | Sell |
3,937
-412
| -9% | -$19.1K | 0.01% | 1062 |
|
|
2023
Q1 | $228K | Sell |
4,349
-23,232
| -84% | -$1.08M | 0.01% | 898 |
|
|
2022
Q4 | $1.45M | Sell |
27,581
-549
| -2% | -$24.9K | 0.04% | 470 |
|
|
2022
Q3 | $1.48M | Sell |
28,130
-151
| -0.5% | -$7.19K | 0.04% | 501 |
|
|
2022
Q2 | $1.48M | Hold |
28,281
| – | – | 0.05% | 449 |
|
|
2022
Q1 | $1.48M | Buy |
28,281
+25,747
| +1,016% | +$1.32M | 0.05% | 449 |
|
|
2021
Q4 | $137K | Sell |
2,534
-4,862
| -66% | -$258K | ﹤0.01% | 1134 |
|
|
2021
Q3 | $397K | Buy |
7,396
+2,891
| +64% | +$155K | 0.01% | 665 |
|
|
2021
Q2 | $239K | Sell |
4,505
-213
| -5% | -$11.4K | ﹤0.01% | 823 |
|
|
2021
Q1 | $250K | Sell |
4,718
-1,896
| -29% | -$102K | ﹤0.01% | 742 |
|
|
2020
Q4 | $355K | Buy |
6,614
+815
| +14% | +$44.1K | 0.01% | 604 |
|
|
2020
Q3 | $313K | Buy |
5,799
+2,337
| +68% | +$127K | 0.02% | 556 |
|
|
2020
Q2 | $190K | Buy |
3,462
+56
| +2% | +$3.05K | 0.02% | 691 |
|
|
2020
Q1 | $183K | Buy |
3,406
+3
| +0.1% | +$160 | 0.02% | 604 |
|
|
2019
Q4 | $181K | Buy |
3,403
+2,474
| +266% | +$132K | 0.01% | 696 |
|
|
2019
Q3 | $49K | Buy |
+929
| New | +$49.3K | ﹤0.01% | 1380 |
|
|
2019
Q1 | $13K | Sell |
243
-847
| -78% | -$43.9K | ﹤0.01% | 1516 |
|
|
2018
Q4 | $56K | Sell |
1,090
-2,806
| -72% | -$142K | ﹤0.01% | 1548 |
|
|
2018
Q3 | $199K | Sell |
3,896
-66
| -2% | -$3.38K | 0.01% | 1085 |
|
|
2018
Q2 | $204K | Buy |
3,962
+1,836
| +86% | +$94.1K | 0.01% | 1056 |
|
|
2018
Q1 | $111K | Hold |
2,126
| – | – | 0.01% | 1326 |
|
|
2017
Q4 | $111K | Sell |
2,126
-670
| -24% | -$35.3K | 0.01% | 1335 |
|
|
2017
Q3 | $148K | Sell |
2,796
-94
| -3% | -$4.96K | 0.01% | 1334 |
|
|
2017
Q2 | $152K | Sell |
2,890
-456
| -14% | -$24.1K | 0.01% | 1286 |
|
|
2017
Q1 | $176K | Sell |
3,346
-2,596
| -44% | -$136K | 0.01% | 1184 |
|
|
2016
Q4 | $311K | Sell |
5,942
-2,294
| -28% | -$122K | 0.02% | 835 |
|
|
2016
Q3 | $444K | Sell |
8,236
-5,282
| -39% | -$284K | 0.02% | 611 |
|
|
2016
Q2 | $728K | Buy |
13,518
+13,275
| +5,463% | +$711K | 0.04% | 433 |
|
|
2016
Q1 | $13K | Sell |
243
-21,867
| -99% | -$1.16M | ﹤0.01% | 1516 |
|
|
2015
Q4 | $1.17M | Buy |
+22,110
| New | +$1.17M | 0.08% | 272 |
|
Other funds holding VMBS
MG
