Destiny Wealth Partners’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	$6.81M	Sell	145,153 -48	-0%	-$2.27K	0.75%	43
2025 Q4	$6.87M	Buy	+145,201	New	+$6.84M	0.79%	41
2023 Q1	–	Sell	-1,241	Closed	-$56.5K	–	638
2022 Q4	$56.5K	Sell	1,241 -63	-5%	-$2.85K	0.01%	281
2022 Q3	$59K	Hold	1,304	–	–	0.01%	263
2022 Q2	$62K	Sell	1,304 -737	-36%	-$35.5K	0.01%	264
2022 Q1	$102K	Sell	2,041 -124,878	-98%	-$6.41M	0.02%	237
2021 Q4	$6.71M	Sell	126,919 -4,821	-4%	-$256K	1.29%	29
2021 Q3	$7.02M	Sell	131,740 -23,687	-15%	-$1.27M	1.41%	24
2021 Q2	$8.29M	Sell	155,427 -8,805	-5%	-$471K	1.59%	20
2021 Q1	$8.77M	Sell	164,232 -1,831	-1%	-$98.5K	1.83%	13
2020 Q4	$8.98M	Buy	+166,063	New	+$8.98M	1.87%	11