MA
Mutual Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
152,642
+9,676
| +7% | +$445K | 0.18% | 119 |
|
|
2025
Q1 | $6.59M | Buy |
142,966
+4,152
| +3% | +$191K | 0.19% | 108 |
|
|
2024
Q4 | $6.29M | Sell |
138,814
-6,005
| -4% | -$272K | 0.18% | 105 |
|
|
2024
Q3 | $6.66M | Sell |
144,819
-36,188
| -20% | -$1.67M | 0.19% | 94 |
|
|
2024
Q2 | $8.34M | Buy |
181,007
+23,193
| +15% | +$1.07M | 0.25% | 74 |
|
|
2024
Q1 | $7.2M | Buy |
157,814
+12,689
| +9% | +$579K | 0.23% | 88 |
|
|
2023
Q4 | $6.73M | Buy |
145,125
+19,178
| +15% | +$889K | 0.23% | 84 |
|
|
2023
Q3 | $5.51M | Sell |
125,947
-1,101
| -0.9% | -$48.2K | 0.22% | 91 |
|
|
2023
Q2 | $5.84M | Buy |
127,048
+12,108
| +11% | +$557K | 0.22% | 92 |
|
|
2023
Q1 | $5.35M | Sell |
114,940
-1,838
| -2% | -$85.6K | 0.22% | 96 |
|
|
2022
Q4 | $5.32M | Buy |
116,778
+14,988
| +15% | +$682K | 0.24% | 87 |
|
|
2022
Q3 | $4.59M | Buy |
101,790
+44,569
| +78% | +$2.01M | 0.24% | 87 |
|
|
2022
Q2 | $2.74M | Sell |
57,221
-2,505
| -4% | -$120K | 0.18% | 134 |
|
|
2022
Q1 | $2.99M | Buy |
59,726
+6,497
| +12% | +$325K | 0.17% | 141 |
|
|
2021
Q4 | $2.81M | Buy |
53,229
+11,961
| +29% | +$632K | 0.15% | 165 |
|
|
2021
Q3 | $2.2M | Buy |
41,268
+4,192
| +11% | +$223K | 0.13% | 196 |
|
|
2021
Q2 | $1.98M | Sell |
37,076
-28,148
| -43% | -$1.5M | 0.12% | 222 |
|
|
2021
Q1 | $3.48M | Buy |
65,224
+28,009
| +75% | +$1.49M | 0.24% | 98 |
|
|
2020
Q4 | $2.01M | Sell |
37,215
-956
| -3% | -$51.7K | 0.15% | 163 |
|
|
2020
Q3 | $2.07M | Sell |
38,171
-1,857
| -5% | -$101K | 0.18% | 136 |
|
|
2020
Q2 | $2.18M | Buy |
40,028
+7,041
| +21% | +$383K | 0.21% | 114 |
|
|
2020
Q1 | $1.8M | Buy |
32,987
+24,754
| +301% | +$1.35M | 0.24% | 103 |
|
|
2019
Q4 | $438K | Buy |
+8,233
| New | +$438K | 0.05% | 376 |
|