SAM
Smartleaf Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Buy |
205,692
+22,726
| +12% | +$1.05M | 0.84% | 18 |
|
|
2025
Q1 | $8.47M | Buy |
182,966
+49,066
| +37% | +$2.27M | 0.82% | 18 |
|
|
2024
Q4 | $6.08M | Buy |
133,900
+17,036
| +15% | +$773K | 0.62% | 25 |
|
|
2024
Q3 | $5.53M | Buy |
116,864
+36,789
| +46% | +$1.74M | 0.67% | 22 |
|
|
2024
Q2 | $3.65M | Sell |
80,075
-39,352
| -33% | -$1.79M | 0.6% | 32 |
|
|
2024
Q1 | $5.46M | Buy |
119,427
+1,036
| +0.9% | +$47.4K | 1.06% | 13 |
|
|
2023
Q4 | $5.5M | Buy |
+118,391
| New | +$5.5M | 1.47% | 7 |
|