Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
6,369
+22
| +0.3% | +$1.02K | 0.01% | 576 |
|
|
2025
Q1 | $294K | Sell |
6,347
-1,416
| -18% | -$65.6K | 0.01% | 533 |
|
|
2024
Q4 | $352K | Sell |
7,763
-2,408
| -24% | -$109K | 0.02% | 441 |
|
|
2024
Q3 | $480K | Buy |
10,171
+1,394
| +16% | +$65.8K | 0.03% | 343 |
|
|
2024
Q2 | $398K | Buy |
8,777
+8,159
| +1,320% | +$370K | 0.03% | 315 |
|
|
2024
Q1 | $28.2K | Sell |
618
-280
| -31% | -$12.8K | ﹤0.01% | 817 |
|
|
2023
Q4 | $41.6K | Sell |
898
-1,014
| -53% | -$47K | ﹤0.01% | 690 |
|
|
2023
Q3 | $83.7K | Buy |
1,912
+805
| +73% | +$35.2K | 0.01% | 487 |
|
|
2023
Q2 | $50.9K | Sell |
1,107
-222
| -17% | -$10.2K | 0.01% | 553 |
|
|
2023
Q1 | $61.9K | Buy |
1,329
+731
| +122% | +$34K | 0.01% | 507 |
|
|
2022
Q4 | $27.2K | Buy |
598
+306
| +105% | +$13.9K | ﹤0.01% | 630 |
|
|
2022
Q3 | $13K | Hold |
292
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $14K | Buy |
292
+130
| +80% | +$6.23K | ﹤0.01% | 629 |
|
|
2022
Q1 | $8K | Buy |
162
+16
| +11% | +$790 | ﹤0.01% | 717 |
|
|
2021
Q4 | $8K | Buy |
146
+6
| +4% | +$329 | ﹤0.01% | 740 |
|
|
2021
Q3 | $7K | Buy |
140
+137
| +4,567% | +$6.85K | ﹤0.01% | 656 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 947 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 932 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 838 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 759 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$4K | – | 659 |
|
|
2019
Q4 | $4K | Buy |
69
+15
| +28% | +$870 | ﹤0.01% | 403 |
|
|
2019
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 417 |
|
|
2019
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 359 |
|
|
2018
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 337 |
|