Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $386K | Buy |
|
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $256K | Sell |
|
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $282K | Sell |
|
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $557K | Buy |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $462K | Buy |
|
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $386K | Sell |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $425K | Sell |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $201K | Buy |
|