Meridian Wealth Partners’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 | $448K | Buy |
9,672
+57
| +0.6% | +$2.64K | 0.07% | 71 |
|
|
2025
Q1 | $445K | Buy |
9,615
+126
| +1% | +$5.84K | 0.07% | 63 |
|
|
2024
Q4 | $430K | Buy |
9,489
+1,004
| +12% | +$45.5K | 0.07% | 68 |
|
|
2024
Q3 | $401K | Hold |
8,485
| – | – | 0.06% | 70 |
|
|
2024
Q2 | $385K | Hold |
8,485
| – | – | 0.07% | 69 |
|
|
2024
Q1 | $387K | Hold |
8,485
| – | – | 0.07% | 68 |
|
|
2023
Q4 | $393K | Hold |
8,485
| – | – | 0.08% | 61 |
|
|
2023
Q3 | $371K | Buy |
+8,485
| New | +$371K | 0.08% | 61 |
|
|
2020
Q4 | – | Sell |
-686
| Closed | -$37K | – | 241 |
|
|
2020
Q3 | $37K | Buy |
686
+42
| +7% | +$2.27K | 0.02% | 151 |
|
|
2020
Q2 | $35K | Sell |
644
-296
| -31% | -$16.1K | 0.02% | 148 |
|
|
2020
Q1 | $51K | Sell |
940
-38
| -4% | -$2.06K | 0.03% | 119 |
|
|
2019
Q4 | $52K | Buy |
+978
| New | +$52K | 0.03% | 132 |
|