Resource Planning Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $797K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $882K | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $983K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $941K | Buy |
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|
2021
Q2 | $849K | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $867K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $727K | Buy |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $461K | Hold |
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|
2019
Q3 | $462K | Hold |
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|
2019
Q2 | $458K | Hold |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $468K | Buy |
|