Copperleaf Capital’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
6,770
-298
-4% -$13.8K 0.16% 86
2025
Q1
$327K Sell
7,068
-1,301
-16% -$60.2K 0.2% 83
2024
Q4
$379K Buy
+8,369
New +$379K 0.24% 74