U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,840
| Closed | -$804K | – | 1617 |
|
|
2022
Q3 | $804K | Hold |
17,840
| – | – | 0.04% | 361 |
|
|
2022
Q2 | $853K | Hold |
17,840
| – | – | 0.04% | 379 |
|
|
2022
Q1 | $894K | Hold |
17,840
| – | – | 0.03% | 414 |
|
|
2021
Q4 | $943K | Sell |
17,840
-379
| -2% | -$20K | 0.04% | 407 |
|
|
2021
Q3 | $971K | Buy |
+18,219
| New | +$971K | 0.04% | 386 |
|