Leeward Financial Partners’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 | $3.97M | Buy |
85,648
+5,613
| +7% | +$260K | 1.26% | 25 |
|
|
2025
Q1 | $3.71M | Buy |
80,035
+6,922
| +9% | +$321K | 1.38% | 24 |
|
|
2024
Q4 | $3.31M | Buy |
73,113
+6,348
| +10% | +$288K | 1.18% | 29 |
|
|
2024
Q3 | $3.15M | Buy |
66,765
+1,797
| +3% | +$84.8K | 1.19% | 28 |
|
|
2024
Q2 | $2.95M | Buy |
64,968
+2,099
| +3% | +$95.3K | 1.2% | 28 |
|
|
2024
Q1 | $2.87M | Buy |
62,869
+5,547
| +10% | +$253K | 1.21% | 30 |
|
|
2023
Q4 | $2.66M | Buy |
57,322
+2,146
| +4% | +$99.5K | 1.28% | 27 |
|
|
2023
Q3 | $2.42M | Buy |
55,176
+4,227
| +8% | +$185K | 1.34% | 28 |
|
|
2023
Q2 | $2.34M | Buy |
50,949
+18,017
| +55% | +$829K | 1.35% | 29 |
|
|
2023
Q1 | $1.53M | Buy |
32,932
+3,073
| +10% | +$143K | 0.94% | 39 |
|
|
2022
Q4 | $1.36M | Buy |
29,859
+850
| +3% | +$38.7K | 0.94% | 40 |
|
|
2022
Q3 | $1.31M | Buy |
29,009
+403
| +1% | +$18.2K | 0.94% | 38 |
|
|
2022
Q2 | $1.37M | Buy |
28,606
+2,516
| +10% | +$120K | 0.94% | 40 |
|
|
2022
Q1 | $1.31M | Buy |
26,090
+3,012
| +13% | +$151K | 0.81% | 43 |
|
|
2021
Q4 | $1.22M | Buy |
+23,078
| New | +$1.22M | 0.76% | 47 |
|