WWM
Wiser Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-209,462
| Closed | -$11.2M | – | 32 |
|
|
2021
Q3 | $11.2M | Buy |
209,462
+27,052
| +15% | +$1.44M | 5.95% | 7 |
|
|
2021
Q2 | $9.74M | Buy |
182,410
+16,370
| +10% | +$874K | 5.93% | 7 |
|
|
2021
Q1 | $8.86M | Buy |
166,040
+24,812
| +18% | +$1.32M | 6.09% | 7 |
|
|
2020
Q4 | $7.64M | Buy |
+141,228
| New | +$7.64M | 5.72% | 7 |
|