WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,818
| Closed | -$204K | – | 282 |
|
|
2019
Q4 | $204K | Sell |
3,818
-1,309
| -26% | -$69.9K | 0.02% | 237 |
|
|
2019
Q3 | $272K | Buy |
5,127
+508
| +11% | +$27K | 0.04% | 202 |
|
|
2019
Q2 | $245K | Sell |
4,619
-949
| -17% | -$50.3K | 0.04% | 206 |
|
|
2019
Q1 | $291K | Buy |
+5,568
| New | +$291K | 0.05% | 206 |
|
|
2016
Q3 | $1.62K | Sell |
30
-30
| -50% | -$1.62K | ﹤0.01% | 872 |
|
|
2016
Q2 | $1.62K | Buy |
+60
| New | +$1.62K | ﹤0.01% | 2271 |
|
|
2015
Q2 | – | Sell |
-788
| Closed | -$42K | – | 513 |
|
|
2015
Q1 | $42K | Buy |
+788
| New | +$42K | 0.02% | 257 |
|