Oliver Lagore Vanvalin Investment Group’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 | $79.9K | Buy |
+1,725
| New | +$79.9K | 0.03% | 202 |
|
2024
Q4 | $95.2K | Sell |
2,099
-506
| -19% | -$22.9K | 0.02% | 182 |
|
2024
Q3 | $123K | Sell |
2,605
-920
| -26% | -$43.4K | 0.03% | 160 |
|
2024
Q2 | $160K | Buy |
3,525
+34
| +1% | +$1.54K | 0.05% | 132 |
|
2024
Q1 | $159K | Sell |
3,491
-2,231
| -39% | -$102K | 0.05% | 139 |
|
2023
Q4 | $265K | Sell |
5,722
-8,386
| -59% | -$389K | 0.1% | 96 |
|
2023
Q3 | $618K | Sell |
14,108
-23,374
| -62% | -$1.02M | 0.24% | 69 |
|
2023
Q2 | $1.72M | Buy |
+37,482
| New | +$1.72M | 0.63% | 29 |
|