PMA
Prudent Man Advisors’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 | $3.07M | Buy |
66,284
+1,300
| +2% | +$60.2K | 0.98% | 20 |
|
|
2025
Q1 | $3.01M | Buy |
64,984
+6,598
| +11% | +$306K | 1.09% | 16 |
|
|
2024
Q4 | $2.65M | Buy |
58,386
+1,903
| +3% | +$86.3K | 0.96% | 17 |
|
|
2024
Q3 | $2.67M | Buy |
56,483
+1,111
| +2% | +$52.5K | 0.89% | 16 |
|
|
2024
Q2 | $2.51M | Buy |
55,372
+46,945
| +557% | +$2.13M | 0.89% | 18 |
|
|
2024
Q1 | $384K | Hold |
8,427
| – | – | 0.14% | 128 |
|
|
2023
Q4 | $391K | Hold |
8,427
| – | – | 0.15% | 132 |
|
|
2023
Q3 | $369K | Sell |
8,427
-609
| -7% | -$26.7K | 0.15% | 128 |
|
|
2023
Q2 | $416K | Buy |
9,036
+360
| +4% | +$16.6K | 0.16% | 124 |
|
|
2023
Q1 | $404K | Sell |
8,676
-667
| -7% | -$31.1K | 0.16% | 124 |
|
|
2022
Q4 | $427K | Hold |
9,343
| – | – | 0.17% | 123 |
|
|
2022
Q3 | $421K | Sell |
9,343
-269
| -3% | -$12.1K | 0.2% | 104 |
|
|
2022
Q2 | $459K | Buy |
+9,612
| New | +$459K | 0.21% | 96 |
|