Centurion Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Centurion Wealth Management’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	28,714 -8,489	-23%	-$397K	0.32%	76
2026 Q1	$1.75M	Sell	37,203 -1,546	-4%	-$73K	0.39%	66
2025 Q4	$1.82M	Sell	38,749 -9,006	-19%	-$424K	0.4%	62
2025 Q3	$2.24M	Buy	47,755 +365	+0.8%	+$16.9K	0.51%	49
2025 Q2	$2.2M	Sell	47,390 -1,245	-3%	-$57K	0.63%	38
2025 Q1	$2.21M	Hold	48,635	–	–	0.69%	29
2024 Q4	$2.21M	Buy	48,635 +19,008	+64%	+$874K	0.69%	29
2024 Q3	$1.4M	Buy	+29,627	New	+$1.38M	0.45%	51
2024 Q1	$908K	Buy	19,916 +3,109	+18%	+$142K	0.36%	57
2023 Q4	$779K	Sell	16,807 -4,599	-21%	-$203K	0.33%	55
2023 Q3	$937K	Sell	21,406 -2,530	-11%	-$114K	0.46%	50
2023 Q2	$1.1M	Buy	23,936 +503	+2%	+$23.3K	0.53%	42
2023 Q1	$1.09M	Buy	23,433 +3,822	+19%	+$177K	0.56%	40
2022 Q4	$893K	Buy	+19,611	New	+$888K	0.5%	47

Other funds holding VMBS

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return