Maripau 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 | $621K | Sell |
13,400
-562
| -4% | -$26K | 0.31% | 75 |
|
|
2025
Q1 | $647K | Sell |
13,962
-1,510
| -10% | -$69.9K | 0.37% | 59 |
|
|
2024
Q4 | $702K | Sell |
15,472
-2,129
| -12% | -$96.5K | 0.42% | 53 |
|
|
2024
Q3 | $831K | Sell |
17,601
-1,917
| -10% | -$90.5K | 0.72% | 34 |
|
|
2024
Q2 | $886K | Sell |
19,518
-1,889
| -9% | -$85.8K | 0.61% | 38 |
|
|
2024
Q1 | $976K | Buy |
21,407
+124
| +0.6% | +$5.66K | 0.73% | 30 |
|
|
2023
Q4 | $987K | Sell |
21,283
-952
| -4% | -$44.1K | 0.86% | 27 |
|
|
2023
Q3 | $973K | Sell |
22,235
-1,507
| -6% | -$66K | 0.9% | 27 |
|
|
2023
Q2 | $1.09M | Sell |
23,742
-397
| -2% | -$18.3K | 0.97% | 25 |
|
|
2023
Q1 | $1.12M | Sell |
24,139
-25
| -0.1% | -$1.16K | 1.17% | 23 |
|
|
2022
Q4 | $1.14M | Buy |
24,164
+470
| +2% | +$22.2K | 1.19% | 24 |
|
|
2022
Q3 | $1.05M | Sell |
23,694
-746
| -3% | -$33.1K | 1.13% | 23 |
|
|
2022
Q2 | $1.2M | Sell |
24,440
-743
| -3% | -$36.6K | 1.3% | 20 |
|
|
2022
Q1 | $1.21M | Sell |
25,183
-1,953
| -7% | -$94.1K | 1.1% | 21 |
|
|
2021
Q4 | $1.39M | Buy |
+27,136
| New | +$1.39M | 1.31% | 21 |
|