Bennett Associates 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
2025 Q2	$1.38M	Sell	29,833 -1,712	-5%	-$79.3K	1.06%	21
2025 Q1	$1.46M	Buy	31,545 +1,538	+5%	+$71.2K	1.2%	20
2024 Q4	$1.36M	Buy	30,007 +653	+2%	+$29.6K	1.13%	20
2024 Q3	$1.39M	Buy	+29,354	New	+$1.39M	1.13%	20