Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.6M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $3.66M | Sell |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $682K | Buy |
|