Intelligence Driven Advisers’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	$22.3M	Sell	473,927 -25,646	-5%	-$1.21M	3.88%	8
2025 Q4	$23.5M	Sell	499,573 -40,082	-7%	-$1.89M	3.36%	9
2025 Q3	$25.3M	Buy	539,655 +36,404	+7%	+$1.69M	3.51%	10
2025 Q2	$23.3M	Sell	503,251 -4,898	-1%	-$224K	3.52%	11
2025 Q1	$23.5M	Sell	508,149 -24,084	-5%	-$1.1M	4.53%	8
2024 Q4	$24.1M	Sell	532,233 -93,796	-15%	-$4.31M	4.54%	8
2024 Q3	$29.6M	Buy	+626,029	New	+$29.2M	4.22%	9
2023 Q3	–	Sell	-6,600	Closed	-$298K	–	99
2023 Q2	$298K	Sell	6,600 -22,749	-78%	-$1.05M	0.05%	71
2023 Q1	$1.38M	Sell	29,349 -3,597	-11%	-$167K	0.25%	40
2022 Q4	$1.53M	Sell	32,946 -1,006	-3%	-$45.6K	0.28%	40
2022 Q3	$1.52M	Sell	33,952 -13,370	-28%	-$636K	0.31%	52
2022 Q2	$2.26M	Sell	47,322 -6,697	-12%	-$323K	0.44%	46
2022 Q1	$2.66M	Sell	54,019 -5,188	-9%	-$266K	0.49%	41
2021 Q4	$3.09M	Buy	+59,207	New	+$3.14M	0.57%	35
2021 Q3	–	Sell	-63,489	Closed	-$3.39M	–	89
2021 Q2	$3.39M	Buy	63,489 +11,483	+22%	+$614K	0.66%	32
2021 Q1	$2.78M	Sell	52,006 -284	-0.5%	-$15.3K	0.62%	31
2020 Q4	$2.83M	Buy	+52,290	New	+$2.83M	0.63%	32