LFA
Level Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Buy |
207,228
+11,076
| +6% | +$513K | 2.99% | 8 |
|
|
2025
Q1 | $9.08M | Buy |
196,152
+2,587
| +1% | +$120K | 3.09% | 8 |
|
|
2024
Q4 | $8.78M | Buy |
193,565
+12,438
| +7% | +$564K | 3.22% | 8 |
|
|
2024
Q3 | $8.55M | Buy |
181,127
+9,285
| +5% | +$438K | 3.26% | 8 |
|
|
2024
Q2 | $7.8M | Buy |
171,842
+17,180
| +11% | +$780K | 3.38% | 8 |
|
|
2024
Q1 | $7.05M | Buy |
154,662
+20,796
| +16% | +$949K | 3.2% | 8 |
|
|
2023
Q4 | $6.21M | Sell |
133,866
-1,385
| -1% | -$64.2K | 3.07% | 8 |
|
|
2023
Q3 | $5.92M | Buy |
135,251
+10,765
| +9% | +$471K | 3.31% | 8 |
|
|
2023
Q2 | $5.73M | Buy |
124,486
+3,604
| +3% | +$166K | 3.2% | 7 |
|
|
2023
Q1 | $5.63M | Buy |
120,882
+20,111
| +20% | +$936K | 3.38% | 7 |
|
|
2022
Q4 | $4.59M | Buy |
100,771
+31,703
| +46% | +$1.44M | 3% | 7 |
|
|
2022
Q3 | $3.11M | Buy |
69,068
+54,787
| +384% | +$2.47M | 2.3% | 8 |
|
|
2022
Q2 | $683K | Buy |
14,281
+9,942
| +229% | +$475K | 0.5% | 25 |
|
|
2022
Q1 | $217K | Buy |
4,339
+1,018
| +31% | +$50.9K | 0.17% | 41 |
|
|
2021
Q4 | $175K | Buy |
+3,321
| New | +$175K | 0.13% | 46 |
|