Kovitz Investment Group Partners’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 | $107M | Sell |
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|
2025
Q2 | $107M | Buy |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $95.9M | Buy |
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|
2024
Q3 | $95.9M | Buy |
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|
2024
Q2 | $8.58M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $4.11M | Sell |
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|
2022
Q4 | $4.03M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $4.48M | Sell |
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|
2022
Q1 | $5.13M | Sell |
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|
2021
Q4 | $6.82M | Buy |
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|
2021
Q3 | $4.62M | Sell |
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|
2021
Q2 | $4.68M | Sell |
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|
2021
Q1 | $6.35M | Sell |
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|
2020
Q4 | $6.78M | Sell |
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|
2020
Q3 | $7.11M | Buy |
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|
2020
Q2 | $7.06M | Buy |
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|
2020
Q1 | $5.37M | Sell |
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|
2019
Q4 | $6.45M | Buy |
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|
2019
Q3 | $6.25M | Buy |
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|
2019
Q2 | $6.19M | Buy |
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|
2019
Q1 | $4.41M | Buy |
|