Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Sell |
14,057
-1,230
| -8% | -$58.1K | 2.55% | 5 |
|
|
2024
Q2 | $694K | Buy |
15,287
+41
| +0.3% | +$1.86K | 4.23% | 5 |
|
|
2024
Q1 | $695K | Sell |
15,246
-3,582
| -19% | -$163K | 4.54% | 7 |
|
|
2023
Q4 | $873K | Buy |
18,828
+2,908
| +18% | +$135K | 5.73% | 4 |
|
|
2023
Q3 | $697K | Buy |
15,920
+746
| +5% | +$32.7K | 6.93% | 4 |
|
|
2023
Q2 | $698K | Buy |
15,174
+416
| +3% | +$19.1K | 6.4% | 4 |
|
|
2023
Q1 | $687K | Sell |
14,758
-4,061
| -22% | -$189K | 6.91% | 4 |
|
|
2022
Q4 | $857K | Sell |
18,819
-1,129
| -6% | -$51.4K | 1.13% | 40 |
|
|
2022
Q3 | $899K | Sell |
19,948
-578
| -3% | -$26.1K | 0.87% | 49 |
|
|
2022
Q2 | $981K | Sell |
20,526
-2,186
| -10% | -$105K | 0.92% | 44 |
|
|
2022
Q1 | $1.14M | Buy |
22,712
+283
| +1% | +$14.2K | 0.94% | 43 |
|
|
2021
Q4 | $1.19M | Buy |
+22,429
| New | +$1.19M | 0.97% | 43 |
|