Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.54M | Buy |
53,795
+7,731
| +17% | +$365K | 0.47% | 34 |
|
|
2024
Q2 | $2.09M | Buy |
46,064
+5,273
| +13% | +$239K | 0.42% | 35 |
|
|
2024
Q1 | $1.86M | Buy |
40,791
+11,543
| +39% | +$526K | 0.4% | 35 |
|
|
2023
Q4 | $1.36M | Sell |
29,248
-1,249
| -4% | -$57.9K | 0.32% | 42 |
|
|
2023
Q3 | $1.34M | Buy |
30,497
+9,533
| +45% | +$417K | 0.36% | 35 |
|
|
2023
Q2 | $964K | Buy |
+20,964
| New | +$964K | 0.26% | 54 |
|
|
2021
Q4 | – | Sell |
-260
| Closed | -$14K | – | 915 |
|
|
2021
Q3 | $14K | Buy |
+260
| New | +$14K | ﹤0.01% | 458 |
|