Strategic Wealth 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
Q3 | $216K | Sell |
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|
2025
Q2 | $297K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.39K | Buy |
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|
2019
Q2 | $7K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
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|
2018
Q3 | $2K | Sell |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $298K | Buy |
|