WealthShield Partners’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
Q3 | $11.4K | Hold |
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|
2025
Q2 | $11.2K | Buy |
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|
2025
Q1 | $11.1K | Buy |
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|
2024
Q4 | $9.48K | Hold |
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|
2024
Q3 | $9.87K | Hold |
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|
2024
Q2 | $9.49K | Sell |
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|
2024
Q1 | $23.9K | Hold |
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|
2023
Q4 | $24.3K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $492K | Hold |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $32K | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $2.85M | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $584K | Sell |
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|
2019
Q4 | $601K | Sell |
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|
2019
Q3 | $612K | Hold |
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|
2019
Q2 | $607K | Sell |
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|
2019
Q1 | $618K | Sell |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $604K | Sell |
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|
2018
Q2 | $736K | Hold |
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|
2018
Q1 | $739K | Sell |
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|
2017
Q4 | $773K | Buy |
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