Marion 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 | $5.78M | Buy |
124,797
+1,430
| +1% | +$66.3K | 1.45% | 20 |
|
|
2025
Q1 | $5.71M | Buy |
123,367
+8,449
| +7% | +$391K | 1.53% | 20 |
|
|
2024
Q4 | $5.21M | Buy |
114,918
+4,088
| +4% | +$185K | 1.38% | 19 |
|
|
2024
Q3 | $5.23M | Buy |
110,830
+5,001
| +5% | +$236K | 1.4% | 20 |
|
|
2024
Q2 | $4.8M | Buy |
105,829
+3,260
| +3% | +$148K | 1.41% | 20 |
|
|
2024
Q1 | $4.68M | Buy |
102,569
+1,796
| +2% | +$81.9K | 1.4% | 20 |
|
|
2023
Q4 | $4.67M | Buy |
+100,773
| New | +$4.67M | 1.49% | 21 |
|