Summit Financial 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
2018
Q4
Sell
-4,232
Closed -$213K 149
2018
Q3
$213K Buy
4,232
+331
+8% +$16.7K 0.06% 133
2018
Q2
$201K Hold
3,901
0.07% 129
2018
Q1
$201K Buy
+3,901
New +$201K 0.07% 138