Spire Wealth Management’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 | $248K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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