JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-171
| Closed | -$9K | – | 1982 |
|
|
2021
Q4 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 711 |
|
|
2018
Q4 | – | Sell |
-767
| Closed | -$39K | – | 534 |
|
|
2018
Q3 | $39K | Hold |
767
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $39K | Hold |
767
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $40K | Hold |
767
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $40K | Hold |
767
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $40K | Hold |
767
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $40K | Hold |
767
| – | – | 0.01% | 240 |
|
|
2017
Q1 | $40K | Hold |
767
| – | – | 0.01% | 243 |
|
|
2016
Q4 | $40K | Buy |
+767
| New | +$40K | 0.01% | 243 |
|