MBM Wealth Consultants’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,434
| Closed | -$122K | – | 311 |
|
2022
Q1 | $122K | Sell |
2,434
-754
| -24% | -$37.8K | 0.05% | 120 |
|
2021
Q4 | $168K | Sell |
3,188
-704
| -18% | -$37.1K | 0.07% | 102 |
|
2021
Q3 | $207K | Sell |
3,892
-2,229
| -36% | -$119K | 0.09% | 96 |
|
2021
Q2 | $327K | Sell |
6,121
-99,361
| -94% | -$5.31M | 0.15% | 82 |
|
2021
Q1 | $5.63M | Buy |
105,482
+6,756
| +7% | +$361K | 2.86% | 10 |
|
2020
Q4 | $5.34M | Buy |
+98,726
| New | +$5.34M | 2.91% | 13 |
|