PWM
Paulson Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24,326
| Closed | -$1.23M | – | 135 |
|
|
2018
Q3 | $1.23M | Buy |
24,326
+4,434
| +22% | +$224K | 1.1% | 21 |
|
|
2018
Q2 | $1.02M | Buy |
19,892
+881
| +5% | +$45.3K | 1.01% | 27 |
|
|
2018
Q1 | $981K | Buy |
19,011
+1,824
| +11% | +$94.1K | 0.98% | 30 |
|
|
2017
Q4 | $901K | Buy |
+17,187
| New | +$901K | 0.79% | 35 |
|