Montag & Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $25.5K | Hold |
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|
2025
Q1 | $25.5K | Sell |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $121K | Sell |
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|
2024
Q1 | $165K | Sell |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $59.8K | Hold |
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|
2023
Q2 | $62.9K | Hold |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $62.2K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $46K | Buy |
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