Successful Portfolios’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 | $234K | Sell |
5,045
-66
| -1% | -$3.06K | 0.14% | 146 |
|
|
2025
Q1 | $237K | Buy |
5,111
+70
| +1% | +$3.24K | 0.16% | 130 |
|
|
2024
Q4 | $229K | Buy |
5,041
+513
| +11% | +$23.3K | 0.15% | 134 |
|
|
2024
Q3 | $214K | Buy |
+4,528
| New | +$214K | 0.14% | 146 |
|
|
2023
Q4 | – | Sell |
-5,089
| Closed | -$223K | – | 173 |
|
|
2023
Q3 | $223K | Buy |
5,089
+3
| +0.1% | +$131 | 0.2% | 120 |
|
|
2023
Q2 | $234K | Sell |
5,086
-32,457
| -86% | -$1.49M | 0.2% | 118 |
|
|
2023
Q1 | $1.75M | Buy |
37,543
+10,403
| +38% | +$484K | 1.1% | 19 |
|
|
2022
Q4 | $1.24M | Buy |
27,140
+21,036
| +345% | +$957K | 0.81% | 31 |
|
|
2022
Q3 | $275K | Sell |
6,104
-72
| -1% | -$3.24K | 0.2% | 138 |
|
|
2022
Q2 | $295K | Sell |
6,176
-612
| -9% | -$29.2K | 0.2% | 132 |
|
|
2022
Q1 | $340K | Sell |
6,788
-2,466
| -27% | -$124K | 0.19% | 131 |
|
|
2021
Q4 | $489K | Buy |
9,254
+340
| +4% | +$18K | 0.27% | 95 |
|
|
2021
Q3 | $475K | Buy |
8,914
+948
| +12% | +$50.5K | 0.28% | 91 |
|
|
2021
Q2 | $425K | Sell |
7,966
-7,033
| -47% | -$375K | 0.26% | 104 |
|
|
2021
Q1 | $800K | Buy |
14,999
+537
| +4% | +$28.6K | 0.53% | 49 |
|
|
2020
Q4 | $782K | Buy |
+14,462
| New | +$782K | 0.56% | 50 |
|
|
2020
Q2 | – | Sell |
-9,436
| Closed | -$514K | – | 171 |
|
|
2020
Q1 | $514K | Buy |
9,436
+4,566
| +94% | +$249K | 0.52% | 57 |
|
|
2019
Q4 | $259K | Buy |
+4,870
| New | +$259K | 0.23% | 117 |
|