Kestra Private Wealth Services’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 | $1.96M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $819K | Sell |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $507K | Sell |
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|
2020
Q3 | $514K | Buy |
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