Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $708K | Buy |
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|
2024
Q4 | $679K | Buy |
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|
2024
Q3 | $610K | Sell |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $881K | Sell |
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|
2022
Q4 | $914K | Sell |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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