Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $202K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $89K | Hold |
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|
2018
Q4 | $88K | Hold |
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|
2018
Q3 | $86K | Sell |
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|
2018
Q2 | $118K | Buy |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $90K | Hold |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $90K | Sell |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $113K | Hold |
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|
2016
Q2 | $113K | Hold |
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|
2016
Q1 | $111K | Hold |
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|
2015
Q4 | $110K | Buy |
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