WT 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
Q3 | $505K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $811K | Sell |
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|
2021
Q1 | $955K | Sell |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $2.06M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.64M | Buy |
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