Western Wealth Management’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 | $332K | Buy |
7,163
+16
| +0.2% | +$741 | 0.02% | 525 |
|
|
2025
Q1 | $331K | Sell |
7,147
-259
| -3% | -$12K | 0.02% | 506 |
|
|
2024
Q4 | $336K | Sell |
7,406
-6,674
| -47% | -$303K | 0.02% | 490 |
|
|
2024
Q3 | $665K | Buy |
14,080
+5,478
| +64% | +$259K | 0.04% | 387 |
|
|
2024
Q2 | $391K | Sell |
8,602
-66
| -0.8% | -$3K | 0.03% | 423 |
|
|
2024
Q1 | $395K | Buy |
8,668
+119
| +1% | +$5.43K | 0.03% | 423 |
|
|
2023
Q4 | $396K | Sell |
8,549
-857
| -9% | -$39.7K | 0.03% | 465 |
|
|
2023
Q3 | $412K | Sell |
9,406
-339
| -3% | -$14.8K | 0.03% | 432 |
|
|
2023
Q2 | $448K | Buy |
9,745
+309
| +3% | +$14.2K | 0.04% | 399 |
|
|
2023
Q1 | $439K | Buy |
9,436
+13
| +0.1% | +$605 | 0.04% | 400 |
|
|
2022
Q4 | $429K | Sell |
9,423
-7,069
| -43% | -$322K | 0.04% | 371 |
|
|
2022
Q3 | $744K | Sell |
16,492
-441
| -3% | -$19.9K | 0.04% | 383 |
|
|
2022
Q2 | $809K | Sell |
16,933
-2,748
| -14% | -$131K | 0.05% | 351 |
|
|
2022
Q1 | $986K | Buy |
19,681
+6,535
| +50% | +$327K | 0.05% | 338 |
|
|
2021
Q4 | $692K | Buy |
+13,146
| New | +$692K | 0.07% | 268 |
|
|
2021
Q2 | $428K | Buy |
8,006
+1,068
| +15% | +$57.1K | 0.04% | 396 |
|
|
2021
Q1 | $370K | Buy |
6,938
+60
| +0.9% | +$3.2K | 0.05% | 357 |
|
|
2020
Q4 | $372K | Sell |
6,878
-310
| -4% | -$16.8K | 0.05% | 309 |
|
|
2020
Q3 | $390K | Buy |
7,188
+73
| +1% | +$3.96K | 0.06% | 285 |
|
|
2020
Q2 | $387K | Sell |
7,115
-366
| -5% | -$19.9K | 0.07% | 267 |
|
|
2020
Q1 | $408K | Buy |
7,481
+255
| +4% | +$13.9K | 0.09% | 213 |
|
|
2019
Q4 | $384K | Sell |
7,226
-279
| -4% | -$14.8K | 0.06% | 274 |
|
|
2019
Q3 | $401K | Buy |
7,505
+382
| +5% | +$20.4K | 0.08% | 243 |
|
|
2019
Q2 | $375K | Buy |
7,123
+174
| +3% | +$9.16K | 0.05% | 270 |
|
|
2019
Q1 | $363K | Buy |
+6,949
| New | +$363K | 0.08% | 250 |
|