LWA
LWS Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $717K | Buy |
+15,463
| New | +$717K | 0.27% | 38 |
|
|
2022
Q3 | – | Sell |
-8,389
| Closed | -$401K | – | 64 |
|
|
2022
Q2 | $401K | Sell |
8,389
-1,574
| -16% | -$75.2K | 0.19% | 46 |
|
|
2022
Q1 | $499K | Buy |
+9,963
| New | +$499K | 0.21% | 40 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 79 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 80 |
|