Atria Wealth Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.21M	Sell	134,066 -334,905	-71%	-$15.3M	0.14%	169
2025 Q1	$21.7M	Sell	468,971 -6,012	-1%	-$275K	0.26%	83
2024 Q4	$21.5M	Buy	474,983 +28,902	+6%	+$1.33M	0.24%	91
2024 Q3	$21.1M	Buy	446,081 +2,845	+0.6%	+$133K	0.23%	94
2024 Q2	$20.1M	Buy	443,236 +8,778	+2%	+$395K	0.22%	94
2024 Q1	$19.8M	Buy	434,458 +41,514	+11%	+$1.89M	0.22%	96
2023 Q4	$18.2M	Buy	392,944 +16,280	+4%	+$720K	0.23%	101
2023 Q3	$16.5M	Sell	376,664 -12,158	-3%	-$548K	0.23%	96
2023 Q2	$17.9M	Sell	388,822 -19,232	-5%	-$890K	0.24%	90
2023 Q1	$19M	Sell	408,054 -8,071	-2%	-$375K	0.28%	80
2022 Q4	$18.9M	Sell	416,125 -8,257	-2%	-$374K	0.3%	78
2022 Q3	$19.1M	Buy	424,382 +14,015	+3%	+$667K	0.33%	66
2022 Q2	$19.6M	Sell	410,367 -3,265	-0.8%	-$157K	0.39%	63
2022 Q1	$20.7M	Buy	+413,632	New	+$21.2M	0.34%	57