Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
2,680
-450
| -14% | -$20.9K | 0.17% | 47 |
|
|
2025
Q1 | $145K | Hold |
3,130
| – | – | 0.2% | 40 |
|
|
2024
Q4 | $142K | Buy |
3,130
+178
| +6% | +$8.07K | 0.19% | 47 |
|
|
2024
Q3 | $139K | Sell |
2,952
-19,180
| -87% | -$905K | 0.19% | 47 |
|
|
2024
Q2 | $1M | Buy |
22,132
+20,132
| +1,007% | +$914K | 0.66% | 29 |
|
|
2024
Q1 | $91.2K | Buy |
+2,000
| New | +$91.2K | 0.06% | 50 |
|