WOSD
WFA of San Diego’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
+57,706
| New | +$2.67M | 1.97% | 10 |
|
|
2024
Q3 | $2.23M | Buy |
47,309
+8,757
| +23% | +$413K | 1.88% | 9 |
|
|
2024
Q2 | $1.75M | Buy |
+38,552
| New | +$1.75M | 1.57% | 14 |
|
|
2023
Q3 | $408K | Buy |
9,314
+7,949
| +582% | +$348K | 0.42% | 51 |
|
|
2023
Q2 | $62.8K | Buy |
+1,365
| New | +$62.8K | 0.06% | 150 |
|