Jamison Private Wealth Management’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
2024
Q4
Sell
-173
Closed -$8.17K 469
2024
Q3
$8.17K Hold
173
﹤0.01% 357
2024
Q2
$7.86K Sell
173
-3,442
-95% -$156K ﹤0.01% 333
2024
Q1
$165K Buy
+3,615
New +$165K 0.03% 186