Premier Path Wealth Partners’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 | $6.3M | Buy |
135,955
+4,063
| +3% | +$188K | 0.88% | 24 |
|
|
2025
Q1 | $6.11M | Buy |
131,892
+11,639
| +10% | +$539K | 0.95% | 22 |
|
|
2024
Q4 | $5.45M | Buy |
120,253
+5,318
| +5% | +$241K | 0.83% | 28 |
|
|
2024
Q3 | $5.43M | Buy |
114,935
+8,798
| +8% | +$415K | 0.86% | 24 |
|
|
2024
Q2 | $4.82M | Buy |
106,137
+916
| +0.9% | +$41.6K | 0.82% | 25 |
|
|
2024
Q1 | $4.67M | Buy |
105,221
+22,065
| +27% | +$980K | 0.88% | 23 |
|
|
2023
Q4 | $4M | Buy |
+83,156
| New | +$4M | 0.88% | 25 |
|