Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.9M | Buy |
107,995
+3,471
| +3% | +$158K | 2.19% | 9 |
|
|
2024
Q1 | $4.77M | Sell |
104,524
-2,827
| -3% | -$129K | 2.15% | 9 |
|
|
2023
Q4 | $4.98M | Sell |
107,351
-103
| -0.1% | -$4.78K | 2.24% | 10 |
|
|
2023
Q3 | $4.7M | Sell |
107,454
-1,181
| -1% | -$51.7K | 2.32% | 10 |
|
|
2023
Q2 | $5M | Buy |
108,635
+863
| +0.8% | +$39.7K | 2.45% | 9 |
|
|
2023
Q1 | $5.02M | Buy |
107,772
+574
| +0.5% | +$26.7K | 2.61% | 8 |
|
|
2022
Q4 | $4.88M | Buy |
+107,198
| New | +$4.88M | 2.72% | 4 |
|