OneAscent Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $8.03M | Sell |
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|
2023
Q4 | $8.3M | Sell |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $9.21M | Buy |
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|
2022
Q4 | $8M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.7M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q1 | $34.3M | Buy |
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|
2020
Q4 | $18.2M | Buy |
|