LifePlan Investment Advisors’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 | $688K | Buy |
14,847
+584
| +4% | +$27.1K | 0.34% | 63 |
|
|
2025
Q1 | $661K | Buy |
14,263
+1,486
| +12% | +$68.8K | 0.38% | 61 |
|
|
2024
Q4 | $579K | Buy |
12,777
+2,003
| +19% | +$90.8K | 0.36% | 57 |
|
|
2024
Q3 | $509K | Buy |
10,774
+2,082
| +24% | +$98.3K | 0.33% | 55 |
|
|
2024
Q2 | $395K | Buy |
8,692
+1,456
| +20% | +$66.1K | 0.28% | 60 |
|
|
2024
Q1 | $330K | Buy |
+7,236
| New | +$330K | 0.26% | 63 |
|