Willow Creek Wealth Management’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
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.27M | Hold |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.3M | Hold |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $739K | Hold |
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|
2023
Q1 | $748K | Hold |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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