LongView Wealth Management’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 | $372K | Sell |
8,021
-1,398
| -15% | -$64.8K | 0.11% | 145 |
|
|
2025
Q1 | $436K | Sell |
9,419
-180
| -2% | -$8.34K | 0.13% | 129 |
|
|
2024
Q4 | $435K | Sell |
9,599
-237
| -2% | -$10.7K | 0.13% | 128 |
|
|
2024
Q3 | $464K | Buy |
9,836
+151
| +2% | +$7.13K | 0.15% | 115 |
|
|
2024
Q2 | $440K | Sell |
9,685
-508
| -5% | -$23.1K | 0.16% | 111 |
|
|
2024
Q1 | $465K | Buy |
10,193
+2,562
| +34% | +$117K | 0.18% | 106 |
|
|
2023
Q4 | $351K | Buy |
+7,631
| New | +$351K | 0.16% | 126 |
|