Rise Advisors’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 | $12.5K | Sell |
270
-35
| -11% | -$1.62K | 0.01% | 857 |
|
|
2025
Q1 | $14.1K | Buy |
305
+2
| +0.7% | +$93 | 0.01% | 743 |
|
|
2024
Q4 | $13.7K | Buy |
303
+4
| +1% | +$181 | 0.01% | 872 |
|
|
2024
Q3 | $14.1K | Sell |
299
-2,309
| -89% | -$109K | 0.01% | 900 |
|
|
2024
Q2 | $118K | Buy |
2,608
+26
| +1% | +$1.18K | 0.06% | 131 |
|
|
2024
Q1 | $118K | Buy |
2,582
+16
| +0.6% | +$730 | 0.06% | 131 |
|
|
2023
Q4 | $119K | Buy |
+2,566
| New | +$119K | 0.08% | 93 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$821 | – | 824 |
|
|
2022
Q4 | $821 | Buy |
+18
| New | +$821 | ﹤0.01% | 671 |
|