Roger Wittlin Investment Advisory’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
Q3 | $2.08M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.62M | Buy |
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|
2023
Q1 | $3.64M | Buy |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $384K | Buy |
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