Vanguard Mortgage Bkd Sects ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Mortgage Bkd Sects ETF
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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 12k | 45.61 |
| 2024-03-31 | $545k | 12k | 45.61 |
| 2023-12-31 | $1.4M | 31k | 46.36 |
| 2023-09-30 | $3.0M | 69k | 43.78 |
| 2023-06-30 | $2.5M | 53k | 45.99 |
| 2023-03-31 | $2.0M | 43k | 46.50 |
| 2022-12-31 | $1.9M | 42k | 45.52 |
| 2022-09-30 | $1.9M | 42k | 45.08 |
| 2022-06-30 | $2.0M | 42k | 47.81 |
| 2022-03-31 | $2.3M | 47k | 50.12 |
| 2021-12-31 | $3.1M | 58k | 52.83 |
| 2021-09-30 | $2.8M | 52k | 53.30 |
| 2021-06-30 | $11M | 204k | 53.37 |
| 2021-03-31 | $12M | 216k | 53.37 |
| 2020-12-31 | $9.7M | 180k | 54.07 |
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