Sequoia Financial Advisors’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
Q2 | $4.03M | Sell |
|
|||||
|
2025
Q1 | $7.2M | Sell |
|
|||||
|
2024
Q4 | $8.99M | Buy |
|
|||||
|
2024
Q3 | $3.43M | Sell |
|
|||||
|
2024
Q2 | $3.48M | Sell |
|
|||||
|
2024
Q1 | $24.4M | Buy |
|
|||||
|
2023
Q4 | $22.4M | Buy |
|
|||||
|
2023
Q3 | $19.2M | Buy |
|
|||||
|
2023
Q2 | $18.3M | Buy |
|
|||||
|
2023
Q1 | $16.3M | Buy |
|
|||||
|
2022
Q4 | $14.4M | Buy |
|
|||||
|
2022
Q3 | $13.7M | Sell |
|
|||||
|
2022
Q2 | $14.8M | Buy |
|
|||||
|
2022
Q1 | $15.2M | Buy |
|
|||||
|
2021
Q4 | $13.9M | Buy |
|
|||||
|
2021
Q3 | $2.27M | Sell |
|
|||||
|
2021
Q2 | $11.6M | Buy |
|
|||||
|
2021
Q1 | $11.1M | Buy |
|
|||||
|
2020
Q4 | $9.02M | Buy |
|
|||||
|
2020
Q3 | $6.54M | Buy |
|
|||||
|
2020
Q2 | $2.85M | Buy |
|
|||||
|
2020
Q1 | $2M | Buy |
|
|||||
|
2019
Q4 | $1.91M | Buy |
|
|||||
|
2019
Q3 | $1.8M | Buy |
|
|||||
|
2019
Q2 | $1.53M | Buy |
|
|||||
|
2019
Q1 | $1.49M | Sell |
|
|||||
|
2018
Q4 | $2.51M | Sell |
|
|||||
|
2018
Q3 | $2.61M | Buy |
|
|||||
|
2018
Q2 | $2.44M | Sell |
|
|||||
|
2018
Q1 | $3.36M | Buy |
|
|||||
|
2017
Q4 | $3.29M | Buy |
|
|||||
|
2017
Q3 | $2.67M | Buy |
|
|||||
|
2017
Q2 | $2.39M | Buy |
|
|||||
|
2017
Q1 | $1.24M | Sell |
|
|||||
|
2016
Q4 | $1.72M | Buy |
|
|||||
|
2016
Q3 | $1.38M | Buy |
|