Insight Wealth Strategies’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Insight Wealth Strategies’s Portfolio VGMS Stock Details VGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,831	Closed	-$247K	–	206
2026 Q2	$247K	Buy	+4,831	New	+$247K	0.02%	169

Other funds holding VGMS

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Insight Wealth Strategies's VGMS Position: Q3 2026 in Review

Insight Wealth Strategies sold out of Vanguard Multi-Sector Income Bond ETF (VGMS) in Q3 2026, closing a stake of 4,831 shares — an estimated $247K sold.

Insight Wealth Strategies first reported a position in VGMS in Q2 2026 and held it in 1 quarter. The position peaked at $247K in Q2 2026. 1 fund tracked by Wall St. Rank holds VGMS as of Q3 2026.

Insight Wealth Strategies reported no remaining Vanguard Multi-Sector Income Bond ETF position as of Q3 2026 after selling out during the quarter.
Insight Wealth Strategies sold 4,831 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $247K.
Insight Wealth Strategies first reported a position in Vanguard Multi-Sector Income Bond ETF in Q2 2026 and held it in 1 quarter.
Insight Wealth Strategies's Vanguard Multi-Sector Income Bond ETF position peaked at $247K in Q2 2026.
1 fund tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.