VWM
VCI Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Buy |
175,039
+20,347
| +13% | +$943K | 2.84% | 8 |
|
|
2025
Q1 | $7.16M | Buy |
154,692
+10,957
| +8% | +$507K | 3.01% | 8 |
|
|
2024
Q4 | $6.52M | Sell |
143,735
-39,090
| -21% | -$1.77M | 2.77% | 8 |
|
|
2024
Q3 | $8.63M | Buy |
182,825
+15,219
| +9% | +$718K | 3.84% | 7 |
|
|
2024
Q2 | $7.61M | Buy |
167,606
+50,852
| +44% | +$2.31M | 3.76% | 5 |
|
|
2024
Q1 | $5.33M | Sell |
116,754
-14,879
| -11% | -$679K | 3.6% | 5 |
|
|
2023
Q4 | $6.1M | Buy |
+131,633
| New | +$6.1M | 3.71% | 5 |
|