Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12.6M | Buy |
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2020
Q2 | $10.3M | Buy |
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|
2020
Q1 | $9.84M | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $10.4M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $9.75M | Buy |
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|
2018
Q4 | $3.64M | Sell |
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|
2018
Q3 | $3.89M | Buy |
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|
2018
Q2 | $3.45M | Buy |
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|
2018
Q1 | $3.43M | Sell |
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|
2017
Q4 | $3.5M | Buy |
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|
2017
Q3 | $3.32M | Buy |
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|
2017
Q2 | $3.25M | Buy |
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|
2017
Q1 | $2.96M | Sell |
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|
2016
Q4 | $3.12M | Buy |
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|
2016
Q3 | $2.99M | Buy |
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|
2016
Q2 | $2.76M | Buy |
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|
2016
Q1 | $2.54M | Buy |
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|
2015
Q4 | $2.37M | Buy |
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|
2015
Q3 | $2.19M | Sell |
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|
2015
Q2 | $2.31M | Sell |
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|
2015
Q1 | $2.36M | Sell |
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|
2014
Q4 | $2.39M | Buy |
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|
2014
Q3 | $2.3M | Buy |
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|
2014
Q2 | $2.28M | Buy |
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|
2014
Q1 | $2.03M | Buy |
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|
2013
Q4 | $1.95M | Buy |
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