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Transform Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $405K | Buy |
8,746
+1,938
| +28% | +$89.7K | 0.02% | 187 |
|
|
2024
Q4 | $309K | Buy |
6,808
+1,979
| +41% | +$89.7K | 0.02% | 213 |
|
|
2024
Q3 | $228K | Buy |
4,829
+356
| +8% | +$16.8K | 0.02% | 205 |
|
|
2024
Q2 | $203K | Buy |
+4,473
| New | +$203K | 0.02% | 210 |
|