Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-293
| Closed | -$13K | – | 702 |
|
|
2022
Q3 | $13K | Hold |
293
| – | – | 0.01% | 486 |
|
|
2022
Q2 | $14K | Buy |
293
+193
| +193% | +$9.22K | 0.01% | 525 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 557 |
|
|
2020
Q3 | – | Sell |
-397
| Closed | -$22K | – | 416 |
|
|
2020
Q2 | $22K | Buy |
+397
| New | +$22K | 0.02% | 169 |
|