Peterson Financial Group’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 | $664K | Sell |
|
|||||
|
2024
Q2 | $694K | Buy |
|
|||||
|
2024
Q1 | $695K | Sell |
|
|||||
|
2023
Q4 | $873K | Buy |
|
|||||
|
2023
Q3 | $697K | Buy |
|
|||||
|
2023
Q2 | $698K | Buy |
|
|||||
|
2023
Q1 | $687K | Sell |
|
|||||
|
2022
Q4 | $857K | Sell |
|
|||||
|
2022
Q3 | $899K | Sell |
|
|||||
|
2022
Q2 | $981K | Sell |
|
|||||
|
2022
Q1 | $1.14M | Buy |
|
|||||
|
2021
Q4 | $1.19M | Buy |
|