TFA
Tobias Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-435,757
| Closed | -$21.8M | – | 91 |
|
|
2022
Q1 | $21.8M | Buy |
+435,757
| New | +$21.8M | 7.53% | 3 |
|
|
2021
Q4 | – | Sell |
-421,224
| Closed | -$22.4M | – | 119 |
|
|
2021
Q3 | $22.4M | Buy |
421,224
+27,318
| +7% | +$1.46M | 8.39% | 3 |
|
|
2021
Q2 | $21M | Buy |
393,906
+44,319
| +13% | +$2.37M | 8.32% | 2 |
|
|
2021
Q1 | $18.7M | Buy |
+349,587
| New | +$18.7M | 7.91% | 2 |
|