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Global Wealth Strategies & Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Global Wealth Strategies & Associates’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-369
Closed -$17.3K – 466
2026
Q1 		$17.3K Sell
369
-124
-25% -$5.85K ﹤0.01% 261
2025
Q4 		$23.2K Sell
493
-606
-55% -$28.5K 0.01% 229
2025
Q3 		$51.6K Sell
1,099
-496
-31% -$23K 0.01% 148
2025
Q2 		$73.9K Sell
1,595
-800
-33% -$36.6K 0.02% 92
2025
Q1 		$111K Sell
2,395
-172,788
-99% -$7.9M 0.03% 68
2024
Q4 		$7.94M Buy
175,183
+10,730
+7% +$493K 2.49% 10
2024
Q3 		$7.76M Buy
164,453
+3,550
+2% +$165K 2.55% 10
2024
Q2 		$7.3M Buy
160,903
+6,936
+5% +$312K 2.62% 9
2024
Q1 		$7.02M Buy
153,967
+8,015
+5% +$365K 2.64% 8
2023
Q4 		$6.77M Buy
145,952
+6,611
+5% +$292K 2.82% 7
2023
Q3 		$6.1M Buy
139,341
+16,896
+14% +$761K 2.85% 10
2023
Q2 		$5.63M Buy
122,445
+4,794
+4% +$222K 2.64% 12
2023
Q1 		$5.48M Buy
117,651
+88,045
+297% +$4.09M 2.83% 12
2022
Q4 		$1.35M Buy
+29,606
New +$1.34M 0.78% 25

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AIM
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WH
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CAM
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UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return