Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41K | Buy |
160
+110
| +220% | +$5.1K | ﹤0.01% | 601 |
|
|
2025
Q1 | $2.32K | Buy |
50
+17
| +52% | +$787 | ﹤0.01% | 692 |
|
|
2024
Q4 | $1.5K | Buy |
+33
| New | +$1.5K | ﹤0.01% | 798 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 943 |
|
|
2024
Q2 | – | Sell |
-563
| Closed | -$25.7K | – | 908 |
|
|
2024
Q1 | $25.7K | Sell |
563
-245
| -30% | -$11.2K | ﹤0.01% | 460 |
|
|
2023
Q4 | $37.5K | Buy |
+808
| New | +$37.5K | ﹤0.01% | 359 |
|
|
2023
Q1 | – | Sell |
-176
| Closed | -$8.01K | – | 954 |
|
|
2022
Q4 | $8.01K | Sell |
176
-9
| -5% | -$410 | ﹤0.01% | 608 |
|
|
2022
Q3 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 633 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1075 |
|
|
2020
Q4 | – | Sell |
-81
| Closed | -$4K | – | 1033 |
|
|
2020
Q3 | $4K | Buy |
81
+17
| +27% | +$840 | ﹤0.01% | 730 |
|
|
2020
Q2 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 644 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | – | – | 911 |
|
|
2019
Q3 | $0 | Buy |
8
+2
| +33% | – | ﹤0.01% | 915 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 848 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$2K | – | 1036 |
|
|
2016
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 876 |
|
|
2016
Q1 | – | Sell |
-116
| Closed | -$6K | – | 1043 |
|
|
2015
Q4 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 695 |
|