Phillips Financial 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 | $2.67M | Hold |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.85M | Hold |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.87M | Hold |
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|
2024
Q1 | $2.89M | Hold |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $3.09M | Hold |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $3.95M | Sell |
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|
2022
Q2 | $4.24M | Hold |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $4.39M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $852K | Buy |
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