West Michigan 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 | $363K | Sell |
7,843
-238
| -3% | -$11K | 0.1% | 146 |
|
|
2025
Q1 | $374K | Sell |
8,081
-218
| -3% | -$10.1K | 0.12% | 128 |
|
|
2024
Q4 | $376K | Buy |
8,299
+396
| +5% | +$18K | 0.11% | 129 |
|
|
2024
Q3 | $373K | Buy |
+7,903
| New | +$373K | 0.11% | 128 |
|
|
2024
Q1 | – | Sell |
-4,419
| Closed | -$205K | – | 184 |
|
|
2023
Q4 | $205K | Sell |
4,419
-1,588
| -26% | -$73.6K | 0.08% | 149 |
|
|
2023
Q3 | $263K | Sell |
6,007
-6,040
| -50% | -$264K | 0.14% | 114 |
|
|
2023
Q2 | $554K | Sell |
12,047
-1,629
| -12% | -$74.9K | 0.22% | 103 |
|
|
2023
Q1 | $637K | Buy |
13,676
+7,009
| +105% | +$326K | 0.36% | 61 |
|
|
2022
Q4 | $303K | Sell |
6,667
-696
| -9% | -$31.7K | 0.22% | 78 |
|
|
2022
Q3 | $332K | Sell |
7,363
-1,380
| -16% | -$62.2K | 0.29% | 69 |
|
|
2022
Q2 | $418K | Buy |
8,743
+262
| +3% | +$12.5K | 0.36% | 60 |
|
|
2022
Q1 | $425K | Buy |
+8,481
| New | +$425K | 0.29% | 67 |
|