Key Financial Inc’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	$34.4K	Buy	732 +91	+14%	+$4.3K	0.01%	613
2025 Q4	$30.2K	Buy	641 +361	+129%	+$17K	0.01%	635
2025 Q3	$13.1K	Hold	280	–	–	﹤0.01%	808
2025 Q2	$13K	Hold	280	–	–	﹤0.01%	782
2025 Q1	$13K	Buy	280 +52	+23%	+$2.38K	﹤0.01%	755
2024 Q4	$10.3K	Hold	228	–	–	﹤0.01%	805
2024 Q3	$10.8K	Hold	228	–	–	﹤0.01%	773
2024 Q2	$10.4K	Hold	228	–	–	﹤0.01%	767
2024 Q1	$10.4K	Hold	228	–	–	﹤0.01%	743
2023 Q4	$10.6K	Hold	228	–	–	﹤0.01%	722
2023 Q3	$9.98K	Hold	228	–	–	﹤0.01%	712
2023 Q2	$10.5K	Hold	228	–	–	﹤0.01%	709
2023 Q1	$10.6K	Hold	228	–	–	﹤0.01%	663
2022 Q4	$10.3K	Hold	228	–	–	﹤0.01%	623
2022 Q3	$10K	Hold	228	–	–	﹤0.01%	639
2022 Q2	$11K	Sell	228 -70	-23%	-$3.37K	0.01%	615
2022 Q1	$15K	Buy	298 +70	+31%	+$3.59K	0.01%	548
2021 Q4	$12K	Buy	228 +37	+19%	+$1.96K	0.01%	566
2021 Q3	$10K	Hold	191	–	–	0.01%	586
2021 Q2	$10K	Buy	+191	New	+$10.2K	0.01%	576