Clean Yield Group’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	$210K	Hold	4,482	–	–	0.06%	134
2025 Q4	$211K	Hold	4,482	–	–	0.06%	134
2025 Q3	$210K	Sell	4,482 -373	-8%	-$17.3K	0.06%	129
2025 Q2	$225K	Hold	4,855	–	–	0.07%	123
2025 Q1	$225K	Sell	4,855 -800	-14%	-$36.6K	0.07%	120
2024 Q4	$256K	Sell	5,655 -240	-4%	-$11K	0.08%	122
2024 Q3	$278K	Sell	5,895 -200	-3%	-$9.32K	0.09%	118
2024 Q2	$277K	Sell	6,095 -600	-9%	-$27K	0.1%	108
2024 Q1	$305K	Sell	6,695 -400	-6%	-$18.2K	0.12%	105
2023 Q4	$329K	Sell	7,095 -800	-10%	-$35.4K	0.14%	99
2023 Q3	$345K	Sell	7,895 -20	-0.3%	-$901	0.15%	88
2023 Q2	$364K	Sell	7,915 -550	-6%	-$25.4K	0.15%	92
2023 Q1	$394K	Sell	8,465 -400	-5%	-$18.6K	0.17%	90
2022 Q4	$404K	Hold	8,865	–	–	0.17%	90
2022 Q3	$400K	Sell	8,865 -680	-7%	-$32.4K	0.19%	92
2022 Q2	$456K	Sell	9,545 -19,855	-68%	-$956K	0.19%	83
2022 Q1	$1.47M	Sell	29,400 -83,826	-74%	-$4.3M	0.53%	53
2021 Q4	$5.98M	Sell	113,226 -26,986	-19%	-$1.43M	1.99%	14
2021 Q3	$7.47M	Sell	140,212 -7,666	-5%	-$410K	2.65%	8
2021 Q2	$7.89M	Sell	147,878 -683	-0.5%	-$36.5K	2.93%	7
2021 Q1	$7.93M	Buy	148,561 +29,132	+24%	+$1.57M	3.28%	5
2020 Q4	$6.46M	Buy	+119,429	New	+$6.46M	2.73%	8