Joel Isaacson & Co’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
Q3 | $255K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $54K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $53K | Hold |
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|
2015
Q3 | $53K | Buy |
|