McKinley Carter Wealth Services’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
2021
Q4
Sell
-6,593
Closed -$351K 296
2021
Q3
$351K Sell
6,593
-800
-11% -$42.6K 0.03% 222
2021
Q2
$395K Sell
7,393
-1,021
-12% -$54.6K 0.03% 215
2021
Q1
$449K Sell
8,414
-516
-6% -$27.5K 0.04% 196
2020
Q4
$483K Buy
+8,930
New +$483K 0.06% 166