Lockerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,806
| Closed | -$218K | – | 122 |
|
|
2024
Q4 | $218K | Sell |
4,806
-1,683
| -26% | -$76.3K | 0.37% | 95 |
|
|
2024
Q3 | $306K | Sell |
6,489
-334
| -5% | -$15.8K | 0.52% | 65 |
|
|
2024
Q2 | $310K | Buy |
6,823
+1,185
| +21% | +$53.8K | 0.56% | 61 |
|
|
2024
Q1 | $257K | Buy |
5,638
+162
| +3% | +$7.39K | 0.49% | 76 |
|
|
2023
Q4 | $254K | Buy |
+5,476
| New | +$254K | 0.59% | 62 |
|