Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,917
| Closed | -$205K | – | 168 |
|
|
2021
Q4 | $205K | Buy |
+3,917
| New | +$205K | 0.05% | 156 |
|
|
2021
Q2 | – | Sell |
-4,015
| Closed | -$214K | – | 155 |
|
|
2021
Q1 | $214K | Buy |
4,015
+15
| +0.4% | +$800 | 0.07% | 134 |
|
|
2020
Q4 | $216K | Buy |
+4,000
| New | +$216K | 0.07% | 133 |
|
|
2020
Q3 | – | Sell |
-3,702
| Closed | -$202K | – | 133 |
|
|
2020
Q2 | $202K | Buy |
+3,702
| New | +$202K | 0.08% | 129 |
|
|
2020
Q1 | – | Sell |
-9,326
| Closed | -$497K | – | 128 |
|
|
2019
Q4 | $497K | Buy |
9,326
+5
| +0.1% | +$266 | 0.22% | 60 |
|
|
2019
Q3 | $497K | Buy |
+9,321
| New | +$497K | 0.24% | 59 |
|