PWM
Power Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
618,635
+8,659
| +1% | +$401K | 11.02% | 2 |
|
|
2025
Q1 | $28.2M | Buy |
609,976
+72,177
| +13% | +$3.34M | 11.43% | 2 |
|
|
2024
Q4 | $24.4M | Buy |
537,799
+33,528
| +7% | +$1.52M | 10.18% | 2 |
|
|
2024
Q3 | $23.8M | Buy |
504,271
+67,390
| +15% | +$3.18M | 10.17% | 2 |
|
|
2024
Q2 | $19.8M | Buy |
436,881
+208,451
| +91% | +$9.46M | 9.48% | 2 |
|
|
2024
Q1 | $10.4M | Buy |
228,430
+35,096
| +18% | +$1.6M | 6.54% | 3 |
|
|
2023
Q4 | $8.96M | Buy |
+193,334
| New | +$8.96M | 6.23% | 3 |
|