Leicht Financial Planning & Wealth Management’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
2020
Q2
Sell
-25,941
Closed -$1.41M 60
2020
Q1
$1.41M Sell
25,941
-108,477
-81% -$5.91M 1.37% 17
2019
Q4
$7.15M Buy
134,418
+39,532
+42% +$2.1M 6.51% 3
2019
Q3
$5.05M Buy
94,886
+67,031
+241% +$3.57M 4.83% 6
2019
Q2
$1.47M Buy
+27,855
New +$1.47M 1.44% 21