Cornerstone Planning 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	$417K	Buy	8,931 +1,086	+14%	+$51.3K	0.06%	107
2025 Q4	$371K	Buy	7,845 +2,577	+49%	+$121K	0.06%	100
2025 Q3	$3.29M	Buy	5,268 +2,957	+128%	+$137K	0.53%	32
2025 Q2	$107K	Sell	2,311 -1,081	-32%	-$49.5K	0.02%	130
2025 Q1	$155K	Buy	3,392 +1,127	+50%	+$51.5K	0.04%	104
2024 Q4	$103K	Sell	2,265 -511	-18%	-$23.5K	0.03%	111
2024 Q3	$128K	Sell	2,776 -1,943	-41%	-$90.5K	0.03%	98
2024 Q2	$221K	Sell	4,719 -741	-14%	-$33.3K	0.06%	72
2024 Q1	$244K	Sell	5,460 -2,011	-27%	-$91.7K	0.08%	67
2023 Q4	$346K	Sell	7,471 -2,709	-27%	-$120K	0.11%	55
2023 Q3	$446K	Sell	10,180 -1,115	-10%	-$50.2K	0.17%	47
2023 Q2	$519K	Buy	+11,295	New	+$523K	0.21%	49
2022 Q4	$720K	Buy	+15,240	New	+$690K	0.3%	46