Zhang Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,197
| Closed | -$335K | – | 254 |
|
|
2023
Q1 | $335K | Buy |
7,197
+1,170
| +19% | +$54.5K | 0.04% | 182 |
|
|
2022
Q4 | $274K | Sell |
6,027
-1,185
| -16% | -$53.9K | 0.04% | 194 |
|
|
2022
Q3 | $325K | Sell |
7,212
-3,418
| -32% | -$154K | 0.05% | 168 |
|
|
2022
Q2 | $508K | Sell |
10,630
-531
| -5% | -$25.4K | 0.08% | 133 |
|
|
2022
Q1 | $559K | Buy |
+11,161
| New | +$559K | 0.09% | 124 |
|