Sensible Financial Planning & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
241,118
-8,170
| -3% | -$379K | 2.12% | 12 |
|
|
2025
Q1 | $11.5M | Buy |
249,288
+33,937
| +16% | +$1.57M | 2.3% | 12 |
|
|
2024
Q4 | $9.76M | Buy |
215,351
+20,682
| +11% | +$938K | 2.02% | 13 |
|
|
2024
Q3 | $9.19M | Buy |
194,669
+2,518
| +1% | +$119K | 1.81% | 13 |
|
|
2024
Q2 | $8.72M | Sell |
192,151
-1,058
| -0.5% | -$48K | 1.89% | 12 |
|
|
2024
Q1 | $8.81M | Buy |
193,209
+33,184
| +21% | +$1.51M | 1.95% | 12 |
|
|
2023
Q4 | $7.42M | Buy |
160,025
+69,272
| +76% | +$3.21M | 1.74% | 12 |
|
|
2023
Q3 | $3.97M | Sell |
90,753
-22,069
| -20% | -$966K | 1% | 15 |
|
|
2023
Q2 | $5.19M | Buy |
112,822
+8,616
| +8% | +$396K | 1.22% | 16 |
|
|
2023
Q1 | $4.85M | Buy |
104,206
+35,939
| +53% | +$1.67M | 1.14% | 17 |
|
|
2022
Q4 | $3.11M | Buy |
+68,267
| New | +$3.11M | 0.77% | 20 |
|
|
2017
Q2 | – | Sell |
-5,735
| Closed | -$301K | – | 28 |
|
|
2017
Q1 | $301K | Hold |
5,735
| – | – | 0.19% | 22 |
|
|
2016
Q4 | $300K | Hold |
5,735
| – | – | 0.21% | 22 |
|
|
2016
Q3 | $309K | Hold |
5,735
| – | – | 0.21% | 22 |
|
|
2016
Q2 | $309K | Hold |
5,735
| – | – | 0.22% | 22 |
|
|
2016
Q1 | $307K | Sell |
5,735
-1,000
| -15% | -$53.5K | 0.22% | 22 |
|
|
2015
Q4 | $355K | Hold |
6,735
| – | – | 0.27% | 21 |
|
|
2015
Q3 | $359K | Sell |
6,735
-7,230
| -52% | -$385K | 0.28% | 21 |
|
|
2015
Q2 | $738K | Sell |
13,965
-3,693
| -21% | -$195K | 0.61% | 16 |
|
|
2015
Q1 | $943K | Sell |
17,658
-426
| -2% | -$22.8K | 0.86% | 17 |
|
|
2014
Q4 | $959K | Sell |
18,084
-22,583
| -56% | -$1.2M | 0.98% | 18 |
|
|
2014
Q3 | $2.14M | Buy |
+40,667
| New | +$2.14M | 1.86% | 12 |
|