Sovereign Investment Advisors’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
Q3 | $7.93M | Buy |
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|
2025
Q2 | $7.74M | Buy |
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|
2025
Q1 | $7.23M | Sell |
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|
2024
Q4 | $7.44M | Buy |
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|
2024
Q3 | $7.64M | Buy |
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|
2024
Q2 | $7.3M | Sell |
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|
2024
Q1 | $7.23M | Buy |
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|
2023
Q4 | $7.3M | Buy |
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|
2023
Q3 | $6.81M | Sell |
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|
2023
Q2 | $7.49M | Buy |
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|
2023
Q1 | $7.52M | Buy |
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|
2022
Q4 | $7.32M | Buy |
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|
2022
Q3 | $7.19M | Buy |
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|
2022
Q2 | $7.58M | Buy |
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|
2022
Q1 | $7.91M | Buy |
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|
2021
Q4 | $8.32M | Buy |
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|
2021
Q3 | $8.36M | Buy |
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|
2021
Q2 | $8.35M | Buy |
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|
2021
Q1 | $8.34M | Buy |
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|
2020
Q4 | $8.43M | Buy |
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|
2020
Q3 | $8.41M | Buy |
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|
2020
Q2 | $8.39M | Buy |
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|
2020
Q1 | $8.4M | Hold |
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|
2019
Q4 | $8.2M | Buy |
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