PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $593K | Buy |
12,787
+1,290
| +11% | +$59.8K | 0.1% | 104 |
|
|
2025
Q1 | $532K | Sell |
11,497
-1,942
| -14% | -$89.9K | 0.1% | 105 |
|
|
2024
Q4 | $609K | Hold |
13,439
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $634K | Buy |
13,439
+363
| +3% | +$17.1K | 0.11% | 97 |
|
|
2024
Q2 | $594K | Buy |
13,076
+2,292
| +21% | +$104K | 0.11% | 98 |
|
|
2024
Q1 | $492K | Buy |
10,784
+2,243
| +26% | +$102K | 0.09% | 110 |
|
|
2023
Q4 | $390K | Buy |
+8,541
| New | +$390K | 0.08% | 130 |
|