Venturi Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $2.07K | Hold |
|
|||||
|
2024
Q3 | $2.15K | Hold |
|
|||||
|
2024
Q2 | $2.07K | Hold |
|
|||||
|
2024
Q1 | $2.08K | Sell |
|
|||||
|
2023
Q4 | $4.39K | Hold |
|
|||||
|
2023
Q3 | $4.14K | Sell |
|
|||||
|
2023
Q2 | $4.63K | Hold |
|
|||||
|
2023
Q1 | $4.68K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $4.41M | Buy |
|
|||||
|
2016
Q3 | $4.13M | Buy |
|
|||||
|
2016
Q2 | $4M | Sell |
|
|||||
|
2016
Q1 | $3.98M | Buy |
|
|||||
|
2015
Q4 | $3M | Buy |
|