SWM
Seed Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
61,915
-97,890
| -61% | -$4.54M | 2.14% | 10 |
|
|
2025
Q1 | $7.4M | Sell |
159,805
-30
| -0% | -$1.39K | 6.02% | 1 |
|
|
2024
Q4 | $7.25M | Sell |
159,835
-4,240
| -3% | -$192K | 5.85% | 1 |
|
|
2024
Q3 | $7.75M | Buy |
164,075
+15,345
| +10% | +$724K | 6.2% | 1 |
|
|
2024
Q2 | $6.75M | Buy |
148,730
+85,070
| +134% | +$3.86M | 5.88% | 1 |
|
|
2024
Q1 | $2.88M | Buy |
63,660
+9,720
| +18% | +$439K | 2.75% | 6 |
|
|
2023
Q4 | $2.49M | Buy |
53,940
+36,240
| +205% | +$1.67M | 2.51% | 8 |
|
|
2023
Q3 | $775K | Buy |
17,700
+6,700
| +61% | +$293K | 0.87% | 31 |
|
|
2023
Q2 | $506K | Buy |
+11,000
| New | +$506K | 0.54% | 52 |
|