PWAG
Polaris Wealth Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-175,628
| Closed | -$8.08M | – | 186 |
|
|
2023
Q2 | $8.08M | Buy |
175,628
+7,140
| +4% | +$328K | 0.61% | 59 |
|
|
2023
Q1 | $7.84M | Sell |
168,488
-4,500
| -3% | -$209K | 0.58% | 57 |
|
|
2022
Q4 | $8.09M | Sell |
172,988
-4,873
| -3% | -$228K | 0.6% | 55 |
|
|
2022
Q3 | $7.93M | Buy |
+177,861
| New | +$7.93M | 0.66% | 47 |
|
|
2016
Q1 | – | Sell |
-7,072
| Closed | -$373K | – | 148 |
|
|
2015
Q4 | $373K | Buy |
+7,072
| New | +$373K | 0.06% | 109 |
|