LifePlan Financial Group’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
Q3 | $481K | Buy |
8,859
+79
| +0.9% | +$4.29K | 0.21% | 81 |
|
|
2020
Q2 | $477K | Sell |
8,780
-957
| -10% | -$52K | 0.22% | 78 |
|
|
2020
Q1 | $531K | Sell |
9,737
-166
| -2% | -$9.05K | 0.29% | 64 |
|
|
2019
Q4 | $527K | Buy |
9,903
+64
| +0.7% | +$3.41K | 0.23% | 74 |
|
|
2019
Q3 | $524K | Buy |
9,839
+1,232
| +14% | +$65.6K | 0.25% | 69 |
|
|
2019
Q2 | $455K | Buy |
8,607
+3,272
| +61% | +$173K | 0.22% | 79 |
|
|
2019
Q1 | $279K | Buy |
5,335
+756
| +17% | +$39.5K | 0.15% | 106 |
|
|
2018
Q4 | $236K | Sell |
4,579
-128
| -3% | -$6.6K | 0.15% | 109 |
|
|
2018
Q3 | $240K | Buy |
4,707
+1,310
| +39% | +$66.8K | 0.13% | 112 |
|
|
2018
Q2 | $175K | Buy |
3,397
+1,947
| +134% | +$100K | 0.1% | 130 |
|
|
2018
Q1 | $75K | Buy |
+1,450
| New | +$75K | 0.04% | 192 |
|