Summit Global Investments’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 | $500K | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $468K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $566K | Hold |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $223K | Buy |
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