SOA Wealth Advisors’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 | $21.5K | Hold |
465
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $21.5K | Hold |
465
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $21.1K | Hold |
465
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $22K | Sell |
465
-35
| -7% | -$1.65K | ﹤0.01% | 437 |
|
|
2024
Q2 | $22.7K | Buy |
500
+17
| +4% | +$772 | ﹤0.01% | 423 |
|
|
2024
Q1 | $22K | Hold |
483
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $22.4K | Hold |
483
| – | – | 0.01% | 410 |
|
|
2023
Q3 | $21.1K | Hold |
483
| – | – | 0.01% | 409 |
|
|
2023
Q2 | $22.2K | Hold |
483
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $22.5K | Hold |
483
| – | – | 0.01% | 408 |
|
|
2022
Q4 | $22K | Hold |
483
| – | – | 0.01% | 392 |
|
|
2022
Q3 | $21K | Hold |
483
| – | – | 0.01% | 382 |
|
|
2022
Q2 | $23K | Hold |
483
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $24K | Buy |
483
+18
| +4% | +$894 | 0.01% | 436 |
|
|
2021
Q4 | $24K | Hold |
465
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $24K | Buy |
+465
| New | +$24K | 0.01% | 424 |
|