Websterrogers Financial Advisors’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
$13.1M Buy
2025
Q2
$12M Sell
2025
Q1
$12M Buy
2024
Q4
$8.99M Buy
2024
Q3
$9.22M Sell
2024
Q2
$9.39M Buy
2024
Q1
$8.97M Buy
2023
Q4
$8.57M Buy
2023
Q3
$1.39M Buy
2023
Q2
$1.36M Sell
2023
Q1
$1.45M Sell
2022
Q4
$1.94M Buy
2022
Q3
$1.84M Buy
2022
Q1
Sell
2021
Q4
$1.62M Hold
2021
Q3
$1.64M Hold
2021
Q2
$1.65M Hold
2021
Q1
$1.64M Buy
2020
Q4
$1.66M Buy