LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
+17,090
| New | +$792K | 0.04% | 428 |
|
|
2024
Q4 | $786K | Buy |
17,327
+6,221
| +56% | +$282K | 0.04% | 396 |
|
|
2024
Q3 | $524K | Sell |
11,106
-1,262
| -10% | -$59.6K | 0.02% | 545 |
|
|
2024
Q2 | $562K | Hold |
12,368
| – | – | 0.03% | 507 |
|
|
2024
Q1 | $564K | Sell |
12,368
-3,440
| -22% | -$157K | 0.03% | 525 |
|
|
2023
Q4 | $733K | Buy |
15,808
+27
| +0.2% | +$1.25K | 0.04% | 422 |
|
|
2023
Q3 | $691K | Buy |
15,781
+3,450
| +28% | +$151K | 0.04% | 428 |
|
|
2023
Q2 | $567K | Sell |
12,331
-59
| -0.5% | -$2.71K | 0.03% | 492 |
|
|
2023
Q1 | $577K | Buy |
+12,390
| New | +$577K | 0.03% | 485 |
|
|
2019
Q2 | – | Sell |
-23,850
| Closed | -$1.25M | – | 698 |
|
|
2019
Q1 | $1.25M | Hold |
23,850
| – | – | 0.16% | 138 |
|
|
2018
Q4 | $1.23M | Sell |
23,850
-831
| -3% | -$42.8K | 0.17% | 131 |
|
|
2018
Q3 | $1.26M | Buy |
24,681
+831
| +3% | +$42.4K | 0.16% | 143 |
|
|
2018
Q2 | $1.23M | Hold |
23,850
| – | – | 0.17% | 136 |
|
|
2018
Q1 | $1.23M | Buy |
23,850
+4,470
| +23% | +$231K | 0.17% | 138 |
|
|
2017
Q4 | $1.02M | Buy |
19,380
+900
| +5% | +$47.2K | 0.14% | 172 |
|
|
2017
Q3 | $975K | Hold |
18,480
| – | – | 0.15% | 167 |
|
|
2017
Q2 | $973K | Sell |
18,480
-4,220
| -19% | -$222K | 0.17% | 150 |
|
|
2017
Q1 | $1.19M | Hold |
22,700
| – | – | 0.21% | 104 |
|
|
2016
Q4 | $1.19M | Hold |
22,700
| – | – | 0.23% | 89 |
|
|
2016
Q3 | $1.23M | Hold |
22,700
| – | – | 0.25% | 88 |
|
|
2016
Q2 | $1.22M | Hold |
22,700
| – | – | 0.27% | 79 |
|
|
2016
Q1 | $1.21M | Hold |
22,700
| – | – | 0.29% | 72 |
|
|
2015
Q4 | $1.2M | Hold |
22,700
| – | – | 0.29% | 75 |
|
|
2015
Q3 | $1.21M | Hold |
22,700
| – | – | 0.31% | 69 |
|
|
2015
Q2 | $1.2M | Hold |
22,700
| – | – | 0.29% | 71 |
|
|
2015
Q1 | $1.21M | Buy |
22,700
+3,200
| +16% | +$171K | 0.3% | 71 |
|
|
2014
Q4 | $1.03M | Hold |
19,500
| – | – | 0.26% | 79 |
|
|
2014
Q3 | $1.03M | Hold |
19,500
| – | – | 0.29% | 75 |
|
|
2014
Q2 | $1.03M | Sell |
19,500
-2,850
| -13% | -$150K | 0.29% | 76 |
|
|
2014
Q1 | $1.16M | Hold |
22,350
| – | – | 0.33% | 63 |
|
|
2013
Q4 | $1.14M | Hold |
22,350
| – | – | 0.33% | 65 |
|
|
2013
Q3 | $1.15M | Hold |
22,350
| – | – | 0.36% | 60 |
|
|
2013
Q2 | $1.14M | Buy |
+22,350
| New | +$1.14M | 0.4% | 51 |
|