LBMC Investment Advisors’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 | $306K | Hold |
6,614
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $306K | Sell |
6,614
-149
| -2% | -$6.9K | 0.02% | 160 |
|
|
2024
Q4 | $307K | Hold |
6,763
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $319K | Hold |
6,763
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $307K | Hold |
6,763
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $308K | Hold |
6,763
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $314K | Hold |
6,763
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $289K | Hold |
6,763
| – | – | 0.03% | 123 |
|
|
2023
Q2 | $311K | Hold |
6,763
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $315K | Hold |
6,763
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $308K | Hold |
6,763
| – | – | 0.03% | 117 |
|
|
2022
Q3 | $305K | Sell |
6,763
-1,936
| -22% | -$87.3K | 0.04% | 112 |
|
|
2022
Q2 | $416K | Buy |
+8,699
| New | +$416K | 0.05% | 90 |
|
|
2021
Q2 | – | Sell |
-4,447
| Closed | -$237K | – | 169 |
|
|
2021
Q1 | $237K | Buy |
+4,447
| New | +$237K | 0.03% | 121 |
|