VBFG
Vishria Bird Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
89,701
-620
| -0.7% | -$12.3K | 0.59% | 27 |
|
|
2025
Q1 | $1.79M | Sell |
90,321
-554
| -0.6% | -$11K | 0.61% | 30 |
|
|
2024
Q4 | $1.8M | Sell |
90,875
-212
| -0.2% | -$4.21K | 0.63% | 29 |
|
|
2024
Q3 | $1.82M | Hold |
91,087
| – | – | 0.69% | 27 |
|
|
2024
Q2 | $1.8M | Hold |
91,087
| – | – | 0.76% | 26 |
|
|
2024
Q1 | $1.81M | Hold |
91,087
| – | – | 0.77% | 27 |
|
|
2023
Q4 | $1.82M | Sell |
91,087
-301
| -0.3% | -$6K | 0.86% | 26 |
|
|
2023
Q3 | $1.77M | Hold |
91,388
| – | – | 1% | 21 |
|
|
2023
Q2 | $1.8M | Sell |
91,388
-1,867
| -2% | -$36.9K | 1.07% | 20 |
|
|
2023
Q1 | $1.85M | Hold |
93,255
| – | – | 1.19% | 19 |
|
|
2022
Q4 | $1.84M | Buy |
+93,255
| New | +$1.84M | 1.28% | 19 |
|