Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.31M | Sell |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.89M | Buy |
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|
2020
Q4 | $2.42M | Buy |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.32M | Buy |
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