Strategic Financial Partners’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 | $878K | Sell |
18,939
-482
| -2% | -$22.3K | 0.41% | 37 |
|
|
2025
Q1 | $899K | Buy |
19,421
+20
| +0.1% | +$926 | 0.47% | 37 |
|
|
2024
Q4 | $880K | Sell |
19,401
-3,059
| -14% | -$139K | 0.45% | 35 |
|
|
2024
Q3 | $1.06M | Sell |
22,460
-110
| -0.5% | -$5.19K | 0.54% | 32 |
|
|
2024
Q2 | $1.02M | Sell |
22,570
-2,074
| -8% | -$94.2K | 0.56% | 32 |
|
|
2024
Q1 | $1.12M | Sell |
24,644
-771
| -3% | -$35.2K | 0.62% | 30 |
|
|
2023
Q4 | $1.18M | Sell |
25,415
-13,329
| -34% | -$618K | 0.68% | 23 |
|
|
2023
Q3 | $1.7M | Sell |
38,744
-295
| -0.8% | -$12.9K | 1.03% | 22 |
|
|
2023
Q2 | $1.8M | Sell |
39,039
-3,171
| -8% | -$146K | 1.02% | 23 |
|
|
2023
Q1 | $1.96M | Sell |
42,210
-3,132
| -7% | -$146K | 1.2% | 18 |
|
|
2022
Q4 | $2.06M | Sell |
45,342
-111,505
| -71% | -$5.08M | 1.26% | 17 |
|
|
2022
Q3 | $7.07M | Buy |
156,847
+9,887
| +7% | +$446K | 4.5% | 10 |
|
|
2022
Q2 | $7.03M | Buy |
146,960
+74,858
| +104% | +$3.58M | 4.1% | 9 |
|
|
2022
Q1 | $3.61M | Buy |
72,102
+19,275
| +36% | +$966K | 1.84% | 13 |
|
|
2021
Q4 | $2.79M | Buy |
+52,827
| New | +$2.79M | 1.37% | 16 |
|