SteelPeak Wealth’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
Q1 | – | Sell |
-28,091
| Closed | -$1.27M | – | 562 |
|
|
2024
Q4 | $1.27M | Buy |
+28,091
| New | +$1.27M | 0.05% | 211 |
|
|
2024
Q1 | – | Sell |
-16,107
| Closed | -$747K | – | 476 |
|
|
2023
Q4 | $747K | Buy |
+16,107
| New | +$747K | 0.04% | 229 |
|
|
2023
Q1 | – | Sell |
-24,455
| Closed | -$1.11M | – | 427 |
|
|
2022
Q4 | $1.11M | Buy |
+24,455
| New | +$1.11M | 0.08% | 164 |
|
|
2021
Q1 | – | Sell |
-8,598
| Closed | -$465K | – | 392 |
|
|
2020
Q4 | $465K | Buy |
+8,598
| New | +$465K | 0.04% | 211 |
|