LifePlan Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
44,571
-664
| -1% | -$30.8K | 1.71% | 14 |
|
|
2025
Q1 | $2.09M | Buy |
45,235
+1,444
| +3% | +$66.9K | 1.83% | 13 |
|
|
2024
Q4 | $1.99M | Buy |
43,791
+425
| +1% | +$19.3K | 1.75% | 15 |
|
|
2024
Q3 | $2.05M | Buy |
43,366
+4,675
| +12% | +$221K | 1.76% | 15 |
|
|
2024
Q2 | $1.76M | Buy |
38,691
+7,152
| +23% | +$325K | 1.62% | 14 |
|
|
2024
Q1 | $1.44M | Buy |
31,539
+6,155
| +24% | +$281K | 1.32% | 20 |
|
|
2023
Q4 | $1.18M | Buy |
+25,384
| New | +$1.18M | 1.18% | 27 |
|