Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
6,305
-172
| -3% | -$7.97K | 0.01% | 654 |
|
|
2025
Q1 | $300K | Sell |
6,477
-27
| -0.4% | -$1.25K | 0.01% | 714 |
|
|
2024
Q4 | $295K | Sell |
6,504
-707
| -10% | -$32.1K | 0.01% | 714 |
|
|
2024
Q3 | $340K | Buy |
7,211
+1,339
| +23% | +$63.2K | 0.01% | 612 |
|
|
2024
Q2 | $267K | Sell |
5,872
-22,899
| -80% | -$1.04M | 0.01% | 644 |
|
|
2024
Q1 | $1.31M | Buy |
28,771
+5,623
| +24% | +$256K | 0.02% | 316 |
|
|
2023
Q4 | $1.06M | Sell |
23,148
-3,684
| -14% | -$168K | 0.03% | 346 |
|
|
2023
Q3 | $1.17M | Sell |
26,832
-2,475
| -8% | -$108K | 0.04% | 302 |
|
|
2023
Q2 | $1.35M | Sell |
29,307
-2,235
| -7% | -$103K | 0.05% | 288 |
|
|
2023
Q1 | $1.47M | Buy |
31,542
+15,851
| +101% | +$738K | 0.06% | 278 |
|
|
2022
Q4 | $714K | Buy |
15,691
+8,505
| +118% | +$387K | 0.04% | 287 |
|
|
2022
Q3 | $324K | Sell |
7,186
-19,681
| -73% | -$887K | 0.02% | 423 |
|
|
2022
Q2 | $1.29M | Sell |
26,867
-5,088
| -16% | -$243K | 0.05% | 282 |
|
|
2022
Q1 | $1.6M | Buy |
31,955
+4,452
| +16% | +$223K | 0.04% | 304 |
|
|
2021
Q4 | $1.45M | Buy |
27,503
+752
| +3% | +$39.7K | 0.03% | 369 |
|
|
2021
Q3 | $1.42M | Buy |
26,751
+2,736
| +11% | +$146K | 0.04% | 336 |
|
|
2021
Q2 | $1.28M | Sell |
24,015
-8,594
| -26% | -$459K | 0.03% | 364 |
|
|
2021
Q1 | $1.38M | Buy |
+32,609
| New | +$1.38M | 0.04% | 363 |
|