Level Four Advisory Services’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 | $728K | Buy |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $218K | Sell |
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|
2017
Q1 | $230K | Buy |
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