South Shore Capital Advisors’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
Q3 | $207K | Hold |
4,599
| – | – | 0.48% | 67 |
|
|
2022
Q2 | $220K | Hold |
4,599
| – | – | 0.46% | 75 |
|
|
2022
Q1 | $230K | Sell |
4,599
-83
| -2% | -$4.15K | 0.37% | 94 |
|
|
2021
Q4 | $247K | Sell |
4,682
-75
| -2% | -$3.96K | 0.4% | 82 |
|
|
2021
Q3 | $254K | Sell |
4,757
-410
| -8% | -$21.9K | 0.46% | 78 |
|
|
2021
Q2 | $276K | Hold |
5,167
| – | – | 0.49% | 75 |
|
|
2021
Q1 | $276K | Sell |
5,167
-1,328
| -20% | -$70.9K | 0.27% | 95 |
|
|
2020
Q4 | $351K | Buy |
+6,495
| New | +$351K | 0.35% | 79 |
|