Vantage Financial Partners (Wisconsin)’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
2024
Q4
Sell
-5,884
Closed -$278K 209
2024
Q3
$278K Buy
5,884
+49
+0.8% +$2.31K 0.07% 147
2024
Q2
$265K Sell
5,835
-2,781
-32% -$126K 0.07% 122
2024
Q1
$393K Buy
8,616
+116
+1% +$5.29K 0.11% 94
2023
Q4
$394K Buy
+8,500
New +$394K 0.12% 84