KWB Wealth’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
2022
Q3
Sell
2022
Q2
$266K Sell
2022
Q1
$833K Hold
2021
Q4
$833K Sell
2021
Q3
$1.29M Sell
2021
Q2
$2.73M Sell
2021
Q1
$2.77M Sell
2020
Q4
$5.33M Buy