YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,245
| Closed | -$394K | – | 291 |
|
|
2022
Q2 | $394K | Hold |
8,245
| – | – | 0.04% | 204 |
|
|
2022
Q1 | $413K | Sell |
8,245
-7,913
| -49% | -$396K | 0.04% | 207 |
|
|
2021
Q4 | $854K | Sell |
16,158
-24,235
| -60% | -$1.28M | 0.07% | 175 |
|
|
2021
Q3 | $2.15M | Sell |
40,393
-49,197
| -55% | -$2.62M | 0.19% | 115 |
|
|
2021
Q2 | $4.78M | Sell |
89,590
-38,085
| -30% | -$2.03M | 0.41% | 64 |
|
|
2021
Q1 | $6.84M | Buy |
127,675
+61,595
| +93% | +$3.3M | 0.59% | 48 |
|
|
2020
Q4 | $3.57M | Buy |
66,080
+23,620
| +56% | +$1.28M | 0.34% | 75 |
|
|
2020
Q3 | $2.3M | Buy |
+42,460
| New | +$2.3M | 0.25% | 95 |
|