Alteri Wealth’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
2025
Q2
$573K Buy
12,374
+592
+5% +$27.4K 0.22% 115
2025
Q1
$546K Buy
11,782
+794
+7% +$36.8K 0.24% 102
2024
Q4
$498K Buy
+10,988
New +$498K 0.14% 119