Strategic Wealth 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 | $297K | Buy |
+6,406
| New | +$297K | 0.02% | 274 |
|
|
2024
Q4 | $292K | Buy |
6,406
+175
| +3% | +$7.97K | 0.02% | 264 |
|
|
2024
Q3 | $294K | Sell |
6,231
-307
| -5% | -$14.5K | 0.03% | 255 |
|
|
2024
Q2 | $297K | Buy |
6,538
+207
| +3% | +$9.4K | 0.03% | 243 |
|
|
2024
Q1 | $289K | Buy |
+6,331
| New | +$289K | 0.03% | 236 |
|
|
2019
Q4 | – | Sell |
-240
| Closed | -$5.39K | – | 495 |
|
|
2019
Q3 | $5.39K | Buy |
240
+94
| +64% | +$2.11K | 0.03% | 175 |
|
|
2019
Q2 | $7K | Buy |
+146
| New | +$7K | ﹤0.01% | 605 |
|
|
2019
Q1 | – | Sell |
-164
| Closed | -$9K | – | 818 |
|
|
2018
Q4 | $9K | Buy |
164
+134
| +447% | +$7.35K | ﹤0.01% | 515 |
|
|
2018
Q3 | $2K | Sell |
30
-193
| -87% | -$12.9K | ﹤0.01% | 613 |
|
|
2018
Q2 | $11K | Sell |
223
-562
| -72% | -$27.7K | 0.01% | 508 |
|
|
2018
Q1 | $41K | Sell |
785
-4,858
| -86% | -$254K | 0.02% | 260 |
|
|
2017
Q4 | $298K | Buy |
+5,643
| New | +$298K | 0.17% | 129 |
|