Legacy Wealth Asset 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 | $704K | Buy |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $597K | Buy |
|