CWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,000	Closed	-$335K	–	28
2022 Q2	$335K	Sell	7,000 -1,000	-13%	-$47.9K	0.51%	20
2022 Q1	$401K	Hold	8,000	–	–	0.37%	19
2021 Q4	$397K	Buy	+8,000	New	+$397K	0.36%	19