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