TRUE Private Wealth Advisors’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 | $1.54M | Buy |
33,170
+5,240
| +19% | +$243K | 0.17% | 84 |
|
|
2025
Q1 | $1.29M | Buy |
27,930
+8,798
| +46% | +$407K | 0.16% | 84 |
|
|
2024
Q4 | $867K | Buy |
+19,132
| New | +$867K | 0.11% | 103 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$1K | – | 685 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 676 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 665 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 653 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 784 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$1K | – | 695 |
|
|
2019
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 773 |
|
|
2018
Q4 | – | Sell |
-327
| Closed | -$16.7K | – | 884 |
|
|
2018
Q3 | $16.7K | Buy |
+327
| New | +$16.7K | ﹤0.01% | 642 |
|