Patten & Patten’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 | $283K | Hold |
6,113
| – | – | 0.02% | 272 |
|
2025
Q1 | $283K | Buy |
6,113
+890
| +17% | +$41.2K | 0.02% | 273 |
|
2024
Q4 | $237K | Sell |
5,223
-300
| -5% | -$13.6K | 0.02% | 286 |
|
2024
Q3 | $261K | Hold |
5,523
| – | – | 0.02% | 272 |
|
2024
Q2 | $251K | Sell |
5,523
-157
| -3% | -$7.13K | 0.02% | 273 |
|
2024
Q1 | $259K | Buy |
+5,680
| New | +$259K | 0.02% | 271 |
|