Capital Insight Partners’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
2026 Q1	–	Sell	-347,920	Closed	-$16.4M	–	112
2025 Q4	$16.4M	Buy	347,920 +11,193	+3%	+$527K	3.47%	3
2025 Q3	$15.8M	Sell	336,727 -3,778	-1%	-$175K	2.62%	7
2025 Q2	$15.8M	Sell	340,505 -37,665	-10%	-$1.72M	2.74%	5
2025 Q1	$17.5M	Buy	378,170 +16,447	+5%	+$752K	3.06%	5
2024 Q4	$16.4M	Buy	361,723 +23,353	+7%	+$1.07M	2.83%	5
2024 Q3	$16M	Buy	338,370 +195,635	+137%	+$9.11M	2.8%	6
2024 Q2	$6.48M	Buy	+142,735	New	+$6.42M	1.22%	21
2022 Q3	–	Sell	-4,951	Closed	-$237K	–	153
2022 Q2	$237K	Sell	4,951 -3,428	-41%	-$165K	0.06%	149
2022 Q1	$420K	Sell	8,379 -9,762	-54%	-$501K	0.09%	136
2021 Q4	$959K	Sell	18,141 -34,823	-66%	-$1.85M	0.2%	112
2021 Q3	$2.82M	Sell	52,964 -20,636	-28%	-$1.1M	0.61%	58
2021 Q2	$3.93M	Sell	73,600 -2,999	-4%	-$160K	0.89%	34
2021 Q1	$4.09M	Sell	76,599 -1,462	-2%	-$78.7K	0.99%	29
2020 Q4	$4.22M	Sell	78,061 -291	-0.4%	-$15.7K	1.06%	26
2020 Q3	$4.25M	Sell	78,352 -60	-0.1%	-$3.26K	1.2%	20
2020 Q2	$4.26M	Buy	+78,412	New	+$4.27M	1.34%	15