Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,486
| Closed | -$225K | – | 558 |
|
|
2022
Q1 | $225K | Sell |
4,486
-1,028
| -19% | -$51.6K | 0.02% | 492 |
|
|
2021
Q4 | $291K | Buy |
+5,514
| New | +$291K | 0.02% | 469 |
|
|
2021
Q3 | – | Sell |
-4,664
| Closed | -$249K | – | 576 |
|
|
2021
Q2 | $249K | Sell |
4,664
-967
| -17% | -$51.6K | 0.02% | 476 |
|
|
2021
Q1 | $301K | Buy |
5,631
+1,241
| +28% | +$66.3K | 0.03% | 393 |
|
|
2020
Q4 | $237K | Buy |
+4,390
| New | +$237K | 0.03% | 355 |
|