Strategic Financial Partners’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
Q2 | $878K | Sell |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $7.07M | Buy |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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