Peninsula Wealth’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 | $233K | Sell |
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $762K | Buy |
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|
2019
Q4 | $574K | Buy |
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|
2019
Q3 | $568K | Buy |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $534K | Sell |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $438K | Buy |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $439K | Buy |
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