Valley Wealth Managers’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 | $9.55K | Sell |
206
-50
| -20% | -$2.32K | ﹤0.01% | 253 |
|
|
2025
Q1 | $11.9K | Hold |
256
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $11.6K | Hold |
256
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $12.1K | Buy |
256
+50
| +24% | +$2.36K | ﹤0.01% | 282 |
|
|
2024
Q2 | $9.35K | Hold |
206
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $9.4K | Hold |
206
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $9.55K | Hold |
206
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $9.02K | Hold |
206
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $9.47K | Hold |
206
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $9.59K | Sell |
206
-78
| -27% | -$3.63K | ﹤0.01% | 287 |
|
|
2022
Q4 | $12.9K | Sell |
284
-19,136
| -99% | -$871K | ﹤0.01% | 286 |
|
|
2022
Q3 | $875K | Sell |
19,420
-619
| -3% | -$27.9K | 0.09% | 111 |
|
|
2022
Q2 | $958K | Buy |
+20,039
| New | +$958K | 0.09% | 112 |
|