Elevation 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
2025
Q3
$8.13K Hold
2025
Q2
$8.02K Hold
2025
Q1
$8.01K Hold
2024
Q4
$7.84K Hold
2024
Q3
$8.17K Hold
2024
Q2
$7.86K Sell
2024
Q1
$10.1K Hold
2023
Q4
$9.68K Hold
2023
Q3
$9.68K Hold
2023
Q2
$10.2K Buy