Beacon Financial Advisory’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$478K	Sell	10,756 -3,953	-27%	-$176K	0.12%	208
2025 Q1	$645K	Buy	14,709 +4,924	+50%	+$216K	0.2%	138
2024 Q4	$423K	Buy	9,785 +3,404	+53%	+$147K	0.14%	182
2024 Q3	$288K	Buy	+6,381	New	+$288K	0.1%	221