Prosperity Planning’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 | $1.14M | Sell |
24,628
-93
| -0.4% | -$4.31K | 0.33% | 51 |
|
|
2025
Q1 | $1.14M | Sell |
24,721
-193
| -0.8% | -$8.94K | 0.36% | 50 |
|
|
2024
Q4 | $1.13M | Buy |
24,914
+12
| +0% | +$544 | 0.36% | 49 |
|
|
2024
Q3 | $1.18M | Sell |
24,902
-152
| -0.6% | -$7.18K | 0.37% | 49 |
|
|
2024
Q2 | $1.14M | Sell |
25,054
-37
| -0.1% | -$1.68K | 0.39% | 45 |
|
|
2024
Q1 | $1.14M | Sell |
25,091
-575
| -2% | -$26.2K | 0.4% | 43 |
|
|
2023
Q4 | $1.19M | Sell |
25,666
-3,676
| -13% | -$170K | 0.45% | 45 |
|
|
2023
Q3 | $1.28M | Buy |
29,342
+1,532
| +6% | +$67.1K | 0.54% | 41 |
|
|
2023
Q2 | $1.28M | Sell |
27,810
-1,285
| -4% | -$59.1K | 0.53% | 41 |
|
|
2023
Q1 | $1.35M | Buy |
29,095
+21,609
| +289% | +$1.01M | 0.59% | 40 |
|
|
2022
Q4 | $1.28M | Hold |
7,486
| – | – | 0.63% | 35 |
|
|
2022
Q3 | $338K | Buy |
+7,486
| New | +$338K | 0.18% | 68 |
|