Landsberg Bennett & Dubbaneh’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-77,661
| Closed | -$4.13M | – | 231 |
|
2019
Q4 | $4.13M | Sell |
77,661
-54,702
| -41% | -$2.91M | 0.97% | 27 |
|
2019
Q3 | $7.04M | Buy |
132,363
+1,976
| +2% | +$105K | 1.89% | 6 |
|
2019
Q2 | $6.87M | Buy |
130,387
+58,900
| +82% | +$3.11M | 1.8% | 7 |
|
2019
Q1 | $3.72M | Buy |
71,487
+20,627
| +41% | +$1.07M | 0.88% | 30 |
|
2018
Q4 | $2.62M | Buy |
+50,860
| New | +$2.62M | 1.01% | 22 |
|