Steward Partners Investment Advisory’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 | $1.91M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $182K | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $43.8K | Sell |
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|
2023
Q2 | $60.5K | Sell |
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|
2023
Q1 | $75K | Sell |
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|
2022
Q4 | $80.9K | Sell |
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|
2022
Q3 | $151K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $466K | Sell |
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|
2019
Q4 | $571K | Sell |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $684K | Buy |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $30K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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