Independent Advisor Alliance’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
$522K Sell
11,259
-4,967
-31% -$230K 0.02% 575
2025
Q1
$751K Sell
16,226
-18,222
-53% -$844K 0.02% 427
2024
Q4
$1.56M Buy
+34,448
New +$1.56M 0.02% 587
2020
Q1
Sell
-88,979
Closed -$4.73M 832
2019
Q4
$4.73M Buy
+88,979
New +$4.73M 0.21% 113
2017
Q2
Sell
-15,935
Closed -$838K 403
2017
Q1
$838K Buy
+15,935
New +$838K 0.13% 181