UFA
US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45,736
| Closed | -$2.09M | – | 89 |
|
|
2024
Q1 | $2.09M | Buy |
45,736
+1,244
| +3% | +$56.7K | 0.72% | 28 |
|
|
2023
Q4 | $2.06M | Buy |
44,492
+1,164
| +3% | +$54K | 0.77% | 29 |
|
|
2023
Q3 | $1.9M | Buy |
+43,328
| New | +$1.9M | 0.79% | 27 |
|
|
2021
Q2 | – | Sell |
-27,963
| Closed | -$1.49M | – | 127 |
|
|
2021
Q1 | $1.49M | Buy |
27,963
+4,120
| +17% | +$220K | 0.41% | 47 |
|
|
2020
Q4 | $1.29M | Buy |
+23,843
| New | +$1.29M | 0.39% | 45 |
|
|
2016
Q2 | $354K | Hold |
6,621
| – | – | 0.71% | 29 |
|
|
2016
Q1 | $354K | Buy |
6,621
+189
| +3% | +$10.1K | 0.62% | 29 |
|
|
2015
Q4 | $339K | Buy |
6,432
+548
| +9% | +$28.9K | 0.32% | 43 |
|
|
2015
Q3 | $314K | Buy |
5,884
+5,494
| +1,409% | +$293K | 0.52% | 33 |
|
|
2015
Q2 | $21K | Buy |
+390
| New | +$21K | 0.02% | 180 |
|