LRI Investments’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 | $31.5K | Sell |
680
-51
| -7% | -$2.36K | ﹤0.01% | 625 |
|
|
2025
Q1 | $33.9K | Buy |
731
+425
| +139% | +$19.7K | ﹤0.01% | 597 |
|
|
2024
Q4 | $13.9K | Hold |
306
| – | – | ﹤0.01% | 725 |
|
|
2024
Q3 | $13.9K | Hold |
306
| – | – | ﹤0.01% | 713 |
|
|
2024
Q2 | $13.9K | Hold |
306
| – | – | ﹤0.01% | 680 |
|
|
2024
Q1 | $14K | Buy |
+306
| New | +$14K | ﹤0.01% | 438 |
|