Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.78K | Buy |
+127
| New | +$5.78K | ﹤0.01% | 786 |
|
|
2022
Q2 | – | Sell |
-28
| Closed | -$1K | – | 1141 |
|
|
2022
Q1 | $1K | Sell |
28
-144
| -84% | -$5.14K | ﹤0.01% | 937 |
|
|
2021
Q4 | $9K | Sell |
172
-3,282
| -95% | -$172K | ﹤0.01% | 733 |
|
|
2021
Q3 | $184K | Buy |
3,454
+144
| +4% | +$7.67K | 0.02% | 262 |
|
|
2021
Q2 | $177K | Buy |
3,310
+28
| +0.9% | +$1.5K | 0.01% | 274 |
|
|
2021
Q1 | $175K | Hold |
3,282
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $177K | Buy |
+3,282
| New | +$177K | 0.02% | 255 |
|
|
2020
Q3 | – | Sell |
-287
| Closed | -$16K | – | 835 |
|
|
2020
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $16K | Buy |
287
+265
| +1,205% | +$14.8K | ﹤0.01% | 503 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 831 |
|
|
2019
Q3 | – | Sell |
-127
| Closed | -$7K | – | 785 |
|
|
2019
Q2 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 635 |
|