QFA
Quantum Financial 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 | $16.6M | Sell |
358,835
-5,990
| -2% | -$278K | 2.25% | 11 |
|
|
2025
Q1 | $16.9M | Buy |
364,825
+17,800
| +5% | +$824K | 2.52% | 11 |
|
|
2024
Q4 | $15.7M | Buy |
347,025
+17,625
| +5% | +$799K | 2.4% | 13 |
|
|
2024
Q3 | $15.6M | Buy |
329,400
+6,715
| +2% | +$317K | 2.43% | 13 |
|
|
2024
Q2 | $14.6M | Buy |
322,685
+50,308
| +18% | +$2.28M | 2.57% | 12 |
|
|
2024
Q1 | $12.4M | Sell |
272,377
-173,085
| -39% | -$7.89M | 2.29% | 12 |
|
|
2023
Q4 | $20.7M | Buy |
445,462
+231,603
| +108% | +$10.7M | 5.04% | 7 |
|
|
2023
Q3 | $9.36M | Buy |
213,859
+21,490
| +11% | +$941K | 2.75% | 10 |
|
|
2023
Q2 | $8.85M | Buy |
192,369
+18,164
| +10% | +$835K | 2.6% | 10 |
|
|
2023
Q1 | $8.11M | Buy |
174,205
+29,492
| +20% | +$1.37M | 2.55% | 11 |
|
|
2022
Q4 | $6.59M | Sell |
144,713
-355,424
| -71% | -$16.2M | 2.97% | 10 |
|
|
2022
Q3 | $22.6M | Sell |
500,137
-26,254
| -5% | -$1.18M | 10% | 4 |
|
|
2022
Q2 | $25.7M | Buy |
+526,391
| New | +$25.7M | 9.62% | 4 |
|