Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
11,259
-4,967
| -31% | -$230K | 0.02% | 575 |
|
|
2025
Q1 | $751K | Sell |
16,226
-18,222
| -53% | -$844K | 0.02% | 427 |
|
|
2024
Q4 | $1.56M | Buy |
+34,448
| New | +$1.56M | 0.02% | 587 |
|
|
2020
Q1 | – | Sell |
-88,979
| Closed | -$4.73M | – | 832 |
|
|
2019
Q4 | $4.73M | Buy |
+88,979
| New | +$4.73M | 0.21% | 113 |
|
|
2017
Q2 | – | Sell |
-15,935
| Closed | -$838K | – | 403 |
|
|
2017
Q1 | $838K | Buy |
+15,935
| New | +$838K | 0.13% | 181 |
|