Center for Financial Planning’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	–	Sell	-9	Closed	-$417	–	718
2025 Q1	$417	Buy	+9	New	+$412	﹤0.01%	668
2023 Q3	–	Sell	-811	Closed	-$37.3K	–	576
2023 Q2	$37.3K	Buy	811 +803	+10,038%	+$37.2K	0.01%	265
2023 Q1	$373	Hold	8	–	–	﹤0.01%	508
2022 Q4	$364	Hold	8	–	–	﹤0.01%	516
2022 Q3	$0	Sell	8 -1,349	-99%	-$64.2K	﹤0.01%	687
2022 Q2	$65K	Sell	1,357 -2,602	-66%	-$125K	0.02%	199
2022 Q1	$198K	Buy	3,959 +1,370	+53%	+$70.3K	0.04%	133
2021 Q4	$137K	Sell	2,589 -762	-23%	-$40.4K	0.03%	152
2021 Q3	$179K	Hold	3,351	–	–	0.04%	134
2021 Q2	$179K	Hold	3,351	–	–	0.04%	137
2021 Q1	$179K	Hold	3,351	–	–	0.05%	131
2020 Q4	$181K	Hold	3,351	–	–	0.05%	120
2020 Q3	$182K	Hold	3,351	–	–	0.06%	117
2020 Q2	$182K	Buy	3,351 +2,084	+164%	+$113K	0.06%	115
2020 Q1	$69K	Sell	1,267 -1,484	-54%	-$79.3K	0.02%	156
2019 Q4	$146K	Buy	+2,751	New	+$146K	0.04%	116