Level Financial Advisors’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
$10.2M Buy
2025
Q2
$9.6M Buy
2025
Q1
$9.08M Buy
2024
Q4
$8.78M Buy
2024
Q3
$8.55M Buy
2024
Q2
$7.8M Buy
2024
Q1
$7.05M Buy
2023
Q4
$6.21M Sell
2023
Q3
$5.92M Buy
2023
Q2
$5.73M Buy
2023
Q1
$5.63M Buy
2022
Q4
$4.59M Buy
2022
Q3
$3.11M Buy
2022
Q2
$683K Buy
2022
Q1
$217K Buy
2021
Q4
$175K Buy