Leavell Investment 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
Q3 | $2.25M | Buy |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $398K | Sell |
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|
2016
Q3 | $546K | Sell |
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|
2016
Q2 | $787K | Sell |
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|
2016
Q1 | $835K | Buy |
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