Laird Norton Wetherby Wealth Management’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
Q2 | $792K | Buy |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $562K | Hold |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $577K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.25M | Hold |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.23M | Hold |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $975K | Hold |
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|
2017
Q2 | $973K | Sell |
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|
2017
Q1 | $1.19M | Hold |
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|
2016
Q4 | $1.19M | Hold |
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|
2016
Q3 | $1.23M | Hold |
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|
2016
Q2 | $1.22M | Hold |
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|
2016
Q1 | $1.21M | Hold |
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|
2015
Q4 | $1.2M | Hold |
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|
2015
Q3 | $1.21M | Hold |
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|
2015
Q2 | $1.2M | Hold |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $1.03M | Hold |
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|
2014
Q3 | $1.02M | Hold |
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|
2014
Q2 | $1.03M | Sell |
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|
2014
Q1 | $1.16M | Hold |
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|
2013
Q4 | $1.14M | Hold |
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|
2013
Q3 | $1.15M | Hold |
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|
2013
Q2 | $1.14M | Buy |
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