Summit Wealth Group’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
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $48K | Buy |
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|
2022
Q4 | $6.81M | Sell |
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|
2022
Q3 | $9.09M | Buy |
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|
2022
Q2 | $9.15M | Buy |
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|
2022
Q1 | $9.43M | Buy |
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|
2021
Q4 | $9.49M | Buy |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $8.28M | Buy |
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|
2021
Q1 | $7.43M | Buy |
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|
2020
Q4 | $6.98M | Buy |
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|
2020
Q3 | $4.68M | Buy |
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|
2020
Q2 | $4.59M | Buy |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $4.13M | Buy |
|