Richardson Financial Services’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 | $219K | Buy |
4,730
+254
| +6% | +$11.7K | 0.15% | 142 |
|
|
2025
Q1 | $207K | Buy |
4,476
+286
| +7% | +$13.2K | 0.16% | 138 |
|
|
2024
Q4 | $190K | Sell |
4,190
-2,170
| -34% | -$98.4K | 0.13% | 141 |
|
|
2024
Q3 | $293K | Buy |
6,360
+2,380
| +60% | +$110K | 0.19% | 120 |
|
|
2024
Q2 | $181K | Buy |
3,980
+536
| +16% | +$24.3K | 0.13% | 147 |
|
|
2024
Q1 | $157K | Buy |
3,444
+1,717
| +99% | +$78.3K | 0.11% | 162 |
|
|
2023
Q4 | $80.1K | Buy |
+1,727
| New | +$80.1K | 0.07% | 186 |
|