Baker Tilly Wealth Management’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
Q1
Sell
-11,296
Closed -$597K 567
2021
Q4
$597K Buy
11,296
+2,991
+36% +$158K 0.06% 320
2021
Q3
$443K Buy
+8,305
New +$443K 0.06% 346