OHWA
Oak Hill Wealth 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 | $4.82M | Buy |
105,238
+9,226
| +10% | +$423K | 1% | 22 |
|
|
2025
Q1 | $4.45M | Buy |
96,012
+9,431
| +11% | +$437K | 1.03% | 22 |
|
|
2024
Q4 | $3.93M | Buy |
+86,581
| New | +$3.93M | 0.94% | 22 |
|
|
2024
Q3 | – | Sell |
-4,970
| Closed | -$226K | – | 103 |
|
|
2024
Q2 | $226K | Buy |
+4,970
| New | +$226K | 0.07% | 103 |
|