Sigma Planning Corp’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
$689K Sell
14,862
-1,133
-7% -$52.5K 0.02% 650
2025
Q1
$741K Buy
15,995
+422
+3% +$19.5K 0.02% 582
2024
Q4
$706K Buy
15,573
+104
+0.7% +$4.72K 0.02% 602
2024
Q3
$730K Buy
15,469
+916
+6% +$43.2K 0.02% 603
2024
Q2
$661K Sell
14,553
-298
-2% -$13.5K 0.02% 617
2024
Q1
$677K Buy
14,851
+8,726
+142% +$398K 0.02% 648
2023
Q4
$284K Sell
6,125
-7,283
-54% -$338K 0.02% 643
2023
Q3
$587K Buy
13,408
+7,063
+111% +$309K 0.02% 641
2023
Q2
$292K Buy
6,345
+1,849
+41% +$85K 0.01% 943
2023
Q1
$209K Sell
4,496
-548
-11% -$25.5K 0.01% 1161
2022
Q4
$230K Buy
5,044
+494
+11% +$22.5K 0.01% 1086
2022
Q3
$205K Sell
4,550
-903
-17% -$40.7K 0.01% 1107
2022
Q2
$261K Sell
5,453
-3,908
-42% -$187K 0.01% 1045
2022
Q1
$469K Sell
9,361
-561
-6% -$28.1K 0.01% 862
2021
Q4
$524K Sell
9,922
-2,776
-22% -$147K 0.01% 823
2021
Q3
$677K Buy
12,698
+1,602
+14% +$85.4K 0.02% 682
2021
Q2
$592K Sell
11,096
-39
-0.4% -$2.08K 0.02% 749
2021
Q1
$594K Buy
11,135
+410
+4% +$21.9K 0.02% 694
2020
Q4
$580K Sell
10,725
-9,333
-47% -$505K 0.02% 631
2020
Q3
$1.09M Buy
20,058
+4,820
+32% +$262K 0.04% 374
2020
Q2
$829K Buy
+15,238
New +$829K 0.04% 436