Lucia Wealth Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$201K Sell
2020
Q2
$314K Sell
2020
Q1
$2.62M Sell
2019
Q4
$5.1M Sell
2019
Q3
$5.28M Sell
2019
Q2
$5.41M Buy
2019
Q1
$1.74M Buy
2018
Q4
$1.51M Sell
2018
Q3
$1.94M Buy