Sovereign Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $3.9M | Sell |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $3.44M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $3.52M | Buy |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $679K | Hold |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $513K | Buy |
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