Seven Post Investment Office’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
Q2 | – | Sell |
-4,470
| Closed | -$224K | – | 55 |
|
|
2022
Q1 | $224K | Hold |
4,470
| – | – | 0.07% | 44 |
|
|
2021
Q4 | $236K | Hold |
4,470
| – | – | 0.06% | 42 |
|
|
2021
Q3 | $238K | Hold |
4,470
| – | – | 0.07% | 44 |
|
|
2021
Q2 | $239K | Hold |
4,470
| – | – | 0.07% | 46 |
|
|
2021
Q1 | $239K | Hold |
4,470
| – | – | 0.08% | 38 |
|
|
2020
Q4 | $242K | Hold |
4,470
| – | – | 0.1% | 38 |
|
|
2020
Q3 | $243K | Hold |
4,470
| – | – | 0.1% | 37 |
|
|
2020
Q2 | $243K | Hold |
4,470
| – | – | 0.1% | 37 |
|
|
2020
Q1 | $244K | Buy |
+4,470
| New | +$244K | 0.13% | 34 |
|