Principal Securities’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
$4.8M Sell
103,558
-4,176
-4% -$194K 0.09% 219
2025
Q1
$4.88M Hold
107,734
0.11% 179
2024
Q4
$4.88M Sell
107,734
-17,303
-14% -$785K 0.11% 178
2024
Q3
$5.9M Buy
125,037
+30,531
+32% +$1.44M 0.14% 140
2024
Q2
$4.29M Buy
94,506
+6,419
+7% +$291K 0.12% 163
2024
Q1
$4.02M Buy
88,087
+17,154
+24% +$782K 0.13% 157
2023
Q4
$3.29M Buy
+70,933
New +$3.29M 0.12% 167