TriaGen Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
52,364
+2,387
| +5% | +$111K | 0.74% | 33 |
|
|
2025
Q1 | $2.31M | Buy |
49,977
+6,097
| +14% | +$282K | 0.82% | 28 |
|
|
2024
Q4 | $1.99M | Buy |
43,880
+2,291
| +6% | +$104K | 0.67% | 39 |
|
|
2024
Q3 | $1.96M | Buy |
41,589
+1,387
| +3% | +$65.5K | 0.66% | 39 |
|
|
2024
Q2 | $1.83M | Buy |
40,202
+6,711
| +20% | +$305K | 0.71% | 43 |
|
|
2024
Q1 | $1.53M | Buy |
+33,491
| New | +$1.53M | 0.63% | 50 |
|
|
2023
Q1 | – | Sell |
-6,342
| Closed | -$289K | – | 187 |
|
|
2022
Q4 | $289K | Buy |
+6,342
| New | +$289K | 0.16% | 132 |
|